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
301
$959K 0.09%
2,941
+1,440
302
$956K 0.09%
11,660
+71
303
$956K 0.09%
92,830
-1,080
304
$954K 0.09%
94,945
-1,440
305
$953K 0.09%
22,522
+8,221
306
$953K 0.09%
6,070
-984
307
$952K 0.09%
9,779
+3,200
308
$951K 0.09%
6,261
+361
309
$947K 0.09%
9,522
-104
310
$945K 0.09%
51,309
+36,886
311
$945K 0.09%
10,723
+588
312
$939K 0.09%
33,812
+154
313
$932K 0.09%
91,041
-19,180
314
$930K 0.08%
42,495
+1,017
315
$929K 0.08%
5,882
-323
316
$927K 0.08%
92,350
-1,450
317
$917K 0.08%
91,310
+32,500
318
$916K 0.08%
93,780
319
$914K 0.08%
5,757
+401
320
$914K 0.08%
91,192
+1,000
321
$910K 0.08%
3,417
+2,180
322
$906K 0.08%
88,640
+49,000
323
$906K 0.08%
87,990
-3,070
324
$894K 0.08%
88,415
+62,245
325
$893K 0.08%
87,000
-7,100