SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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
+$26M
2
+$25.6M
3
+$24.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$22.6M
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
401
$716K 0.06%
+3,939
402
$715K 0.06%
+34,579
403
$715K 0.06%
+71,680
404
$709K 0.06%
+5,888
405
$708K 0.06%
+15,955
406
$708K 0.06%
+71,420
407
$706K 0.06%
+21,706
408
$701K 0.06%
+68,750
409
$700K 0.06%
+13,005
410
$700K 0.06%
+70,667
411
$699K 0.06%
+70,630
412
$697K 0.06%
+7,496
413
$696K 0.06%
+70,265
414
$695K 0.06%
+69,450
415
$692K 0.06%
+69,377
416
$684K 0.06%
+67,990
417
$683K 0.06%
+68,964
418
$682K 0.06%
+3,773
419
$682K 0.06%
+69,500
420
$680K 0.06%
+68,705
421
$679K 0.06%
+67,168
422
$674K 0.06%
+67,705
423
$670K 0.06%
+66,710
424
$667K 0.06%
+9,280
425
$665K 0.06%
+3,746
15 16
17
18 19