SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.72%
This Quarter Est. Return
1 Year Est. Return
+8.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$26.4M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$23.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.12%
2 Financials 10.85%
3 Healthcare 8.23%
4 Consumer Discretionary 6.05%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.17M 0.11%
+19,585
252
$1.17M 0.11%
+12,673
253
$1.16M 0.1%
+485
254
$1.16M 0.1%
+13,796
255
$1.15M 0.1%
+117,365
256
$1.15M 0.1%
+14,015
257
$1.15M 0.1%
+115,035
258
$1.14M 0.1%
+3,803
259
$1.14M 0.1%
+115,630
260
$1.13M 0.1%
+44,715
261
$1.13M 0.1%
+113,100
262
$1.12M 0.1%
+4,747
263
$1.12M 0.1%
+113,912
264
$1.12M 0.1%
+112,893
265
$1.11M 0.1%
+110,260
266
$1.11M 0.1%
+112,370
267
$1.11M 0.1%
+10,537
268
$1.1M 0.1%
+108,650
269
$1.09M 0.1%
+28,621
270
$1.09M 0.1%
+9,422
271
$1.09M 0.1%
+106,722
272
$1.08M 0.1%
+25,526
273
$1.08M 0.1%
+108,808
274
$1.08M 0.1%
+108,934
275
$1.08M 0.1%
+16,180
9 10
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