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
326
$932K 0.08%
+88,310
327
$931K 0.08%
+96,052
328
$929K 0.08%
+93,350
329
$928K 0.08%
+93,849
330
$927K 0.08%
+95,000
331
$919K 0.08%
+92,847
332
$913K 0.08%
+89,875
333
$908K 0.08%
+3,481
334
$901K 0.08%
+5,767
335
$899K 0.08%
+92,693
336
$898K 0.08%
+88,810
337
$897K 0.08%
+15,325
338
$895K 0.08%
+88,593
339
$894K 0.08%
+3,974
340
$894K 0.08%
+22,868
341
$892K 0.08%
+88,477
342
$890K 0.08%
+972
343
$890K 0.08%
+6,632
344
$890K 0.08%
+2,069
345
$886K 0.08%
+316,347
346
$886K 0.08%
+1,047
347
$885K 0.08%
+2,936
348
$883K 0.08%
+8,847
349
$877K 0.08%
+8,478
350
$873K 0.08%
+24,950