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
301
$996K 0.09%
+21,184
302
$995K 0.09%
+8,644
303
$995K 0.09%
+18,483
304
$988K 0.09%
+5,243
305
$985K 0.09%
+97,000
306
$982K 0.09%
+97,148
307
$981K 0.09%
+97,100
308
$980K 0.09%
+6,994
309
$977K 0.09%
+15,709
310
$977K 0.09%
+97,875
311
$975K 0.09%
+97,809
312
$971K 0.09%
+3,518
313
$965K 0.09%
+97,356
314
$965K 0.09%
+95,130
315
$963K 0.09%
+97,300
316
$957K 0.09%
+96,704
317
$950K 0.09%
+95,290
318
$950K 0.09%
+95,961
319
$950K 0.09%
+95,700
320
$949K 0.09%
+5,528
321
$947K 0.09%
+98,171
322
$946K 0.09%
+4,367
323
$946K 0.09%
+14,786
324
$945K 0.09%
+95,100
325
$943K 0.09%
+4,526