SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
This Quarter Return
-0.15%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.21B
AUM Growth
-$91.2M
Cap. Flow
-$71M
Cap. Flow %
-5.85%
Top 10 Hldgs %
25.92%
Holding
715
New
52
Increased
109
Reduced
426
Closed
79

Top Buys

1
$8.48M
2
$7.7M
3
$7.47M
4
$6.38M
5
$6.16M

Top Sells

1
$8.44M
2
$6.68M
3
$6.19M
4
$6.04M
5
$5.95M

Sector Composition

1Financials31.07%
2Technology11.73%
3Healthcare7.84%
4Consumer Discretionary4.79%
5Industrials4.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$438K0.04% 2,012
+149
+8%
+$32.4K
$437K0.04% 698
-65
-9%
-$40.7K
$428K0.04%
+5,075
 New
+$428K
$428K0.04% 6,304
-330
-5%
-$22.4K
$425K0.04% 830
+140
+20%
+$71.7K
$423K0.03% 11,171
-3,035
-21%
-$115K
$423K0.03% 5,455
-823
-13%
-$63.8K
$419K0.03% 7,112––
$418K0.03% 13,070––
$411K0.03% 26,563
-8,540
-24%
-$132K
$406K0.03% 5,547
-909
-14%
-$66.5K
$405K0.03% 8,346
-4,439
-35%
-$215K
$403K0.03% 5,945
+336
+6%
+$22.8K
$401K0.03% 2,508
-307
-11%
-$49K
$400K0.03% 2,470
-3
-0.1%
-$486
$396K0.03%
+4,097
 New
+$396K
$395K0.03% 10,632
+26
+0.3%
+$966
$395K0.03% 32,132
-1,458
-4%
-$17.9K
$393K0.03% 2,500
-302
-11%
-$47.5K
$389K0.03% 1,115
-79
-7%
-$27.6K
$386K0.03%
+701
 New
+$386K
$384K0.03% 25,791
+190
+0.7%
+$2.83K
$381K0.03% 7,878
+812
+11%
+$39.3K
$381K0.03% 8,606
-1,360
-14%
-$60.2K
$380K0.03% 1,597
-261
-14%
-$62.2K
1 151617181929