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
326
$890K 0.08%
29,232
-2,697
327
$887K 0.08%
87,770
328
$887K 0.08%
13,084
+1,437
329
$887K 0.08%
7,460
+276
330
$885K 0.08%
89,348
331
$884K 0.08%
14,239
+8,516
332
$881K 0.08%
103,687
+2,305
333
$881K 0.08%
86,186
334
$875K 0.08%
20,857
-233,135
335
$874K 0.08%
85,170
-8,540
336
$873K 0.08%
+86,280
337
$872K 0.08%
13,459
+5,789
338
$871K 0.08%
86,579
-2,240
339
$869K 0.08%
3,501
-74
340
$865K 0.08%
4,842
+242
341
$862K 0.08%
85,647
-1,098
342
$861K 0.08%
84,624
-1,760
343
$859K 0.08%
17,183
+1,729
344
$858K 0.08%
85,484
345
$858K 0.08%
3,459
-25
346
$858K 0.08%
85,250
347
$852K 0.08%
+84,320
348
$847K 0.08%
6,934
+291
349
$846K 0.08%
9,677
-398
350
$846K 0.08%
24,064
-5,371