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
376
$765K 0.07%
23,268
+1,567
377
$761K 0.07%
74,860
378
$755K 0.07%
75,000
379
$753K 0.07%
1,063
+125
380
$748K 0.07%
3,851
+1,795
381
$748K 0.07%
332,337
-2,056
382
$746K 0.07%
2,419
-39
383
$745K 0.07%
10,890
+604
384
$742K 0.07%
72,780
-1,500
385
$734K 0.07%
14,102
+4,457
386
$733K 0.07%
71,370
-16,000
387
$728K 0.07%
4,597
-153
388
$726K 0.07%
90,470
-1,472
389
$722K 0.07%
5,569
+92
390
$719K 0.07%
71,995
391
$719K 0.07%
70,975
-2,310
392
$718K 0.07%
3,388
-215
393
$717K 0.07%
70,299
-10
394
$711K 0.06%
71,020
+1,000
395
$710K 0.06%
4,286
+217
396
$709K 0.06%
6,134
+343
397
$709K 0.06%
69,601
-150
398
$707K 0.06%
7,123
+1,511
399
$706K 0.06%
6,184
-152
400
$705K 0.06%
259,193
-55,618