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
351
$844K 0.08%
83,770
352
$842K 0.08%
63,258
+16,714
353
$838K 0.08%
23,512
+2,261
354
$836K 0.08%
8,288
+2,588
355
$836K 0.08%
+83,427
356
$827K 0.08%
82,040
-6,420
357
$821K 0.07%
82,483
358
$814K 0.07%
19,360
+5,340
359
$814K 0.07%
+80,000
360
$808K 0.07%
78,700
-300
361
$807K 0.07%
4,234
+907
362
$804K 0.07%
78,870
363
$801K 0.07%
9,215
-10,139
364
$797K 0.07%
4,227
365
$793K 0.07%
8,806
+825
366
$791K 0.07%
20,070
-794
367
$790K 0.07%
79,949
+54,847
368
$779K 0.07%
9,074
+1,179
369
$777K 0.07%
24,490
-226
370
$776K 0.07%
9,155
371
$776K 0.07%
1,513
+18
372
$774K 0.07%
9,232
+186
373
$767K 0.07%
77,717
+100
374
$766K 0.07%
4,159
+744
375
$766K 0.07%
9,012
+1,120