SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Return
8.72%
This Quarter Return
+5.98%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.1B
AUM Growth
–
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
17.52%
Holding
873
New
873
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$29.2M |
| 2 |
Vanguard Value ETF
VTV
|
$26.4M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$24.6M |
| 4 |
Vanguard Growth ETF
VUG
|
$23.2M |
| 5 |
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% |
