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
376
$790K 0.07%
+1,212
377
$786K 0.07%
+7,348
378
$785K 0.07%
+77,360
379
$784K 0.07%
+5,051
380
$780K 0.07%
+114,955
381
$778K 0.07%
+17,919
382
$774K 0.07%
+6,516
383
$774K 0.07%
+75,650
384
$769K 0.07%
+76,968
385
$768K 0.07%
+4,537
386
$767K 0.07%
+2,414
387
$755K 0.07%
+75,340
388
$753K 0.07%
+5,481
389
$751K 0.07%
+1,889
390
$751K 0.07%
+75,725
391
$748K 0.07%
+8,533
392
$747K 0.07%
+76,305
393
$744K 0.07%
+75,776
394
$743K 0.07%
+74,307
395
$742K 0.07%
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396
$738K 0.07%
+75,214
397
$726K 0.07%
+4,816
398
$726K 0.07%
+72,550
399
$725K 0.07%
+11,848
400
$724K 0.07%
+6,239