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
276
$1.08M 0.1%
+106,450
277
$1.07M 0.1%
+18,158
278
$1.07M 0.1%
+9,876
279
$1.07M 0.1%
+108,588
280
$1.07M 0.1%
+17,129
281
$1.07M 0.1%
+65,366
282
$1.06M 0.1%
+101,960
283
$1.06M 0.1%
+107,358
284
$1.06M 0.1%
+6,101
285
$1.06M 0.1%
+21,894
286
$1.04M 0.09%
+104,300
287
$1.04M 0.09%
+13,249
288
$1.04M 0.09%
+20,017
289
$1.04M 0.09%
+104,403
290
$1.04M 0.09%
+102,500
291
$1.04M 0.09%
+100,238
292
$1.03M 0.09%
+101,721
293
$1.03M 0.09%
+3,975
294
$1.02M 0.09%
+18,689
295
$1.02M 0.09%
+102,830
296
$1.02M 0.09%
+102,005
297
$1.01M 0.09%
+101,472
298
$1.01M 0.09%
+6,993
299
$1M 0.09%
+99,200
300
$1M 0.09%
+100,520
10 11
12
13 14