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
351
$872K 0.08%
+87,392
352
$869K 0.08%
+6,397
353
$868K 0.08%
+86,330
354
$867K 0.08%
+86,742
355
$863K 0.08%
+88,650
356
$860K 0.08%
+10,436
357
$860K 0.08%
+86,317
358
$859K 0.08%
+85,043
359
$858K 0.08%
+1,402
360
$857K 0.08%
+86,693
361
$852K 0.08%
+84,937
362
$852K 0.08%
+86,803
363
$851K 0.08%
+85,200
364
$851K 0.08%
+2,367
365
$846K 0.08%
+29,741
366
$846K 0.08%
+85,019
367
$843K 0.08%
+9,944
368
$835K 0.08%
+80,959
369
$834K 0.08%
+3,386
370
$834K 0.08%
+14,894
371
$834K 0.08%
+84,000
372
$815K 0.07%
+5,412
373
$811K 0.07%
+6,147
374
$800K 0.07%
+3,631
375
$795K 0.07%
+1,573