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
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.04M 0.09%
102,618
-3,864
277
$1.03M 0.09%
10,046
-808
278
$1.03M 0.09%
101,038
-13,197
279
$1.03M 0.09%
102,251
+88,450
280
$1.02M 0.09%
9,301
-3,031
281
$1.02M 0.09%
103,657
282
$1.02M 0.09%
100,910
-260
283
$1.01M 0.09%
101,073
-7,270
284
$1.01M 0.09%
14,748
-797
285
$1.01M 0.09%
100,000
286
$1.01M 0.09%
5,566
-233
287
$1.01M 0.09%
100,489
+86,788
288
$1M 0.09%
2,995
-69
289
$1M 0.09%
4,390
-331
290
$1M 0.09%
100,160
-9,860
291
$996K 0.09%
13,990
-8,033
292
$995K 0.09%
96,500
-3,220
293
$992K 0.09%
+98,783
294
$981K 0.09%
95,540
-3,400
295
$980K 0.09%
+96,200
296
$980K 0.09%
13,944
+847
297
$974K 0.09%
95,091
298
$969K 0.09%
94,850
299
$966K 0.09%
88,376
+223
300
$961K 0.09%
4,208
-1,900