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
401
$719K 0.06%
+72,882
402
$716K 0.06%
+3,939
403
$715K 0.06%
+71,680
404
$715K 0.06%
+34,579
405
$709K 0.06%
+5,888
406
$708K 0.06%
+15,955
407
$708K 0.06%
+71,420
408
$706K 0.06%
+14,470
409
$701K 0.06%
+68,750
410
$700K 0.06%
+13,005
411
$700K 0.06%
+70,667
412
$699K 0.06%
+70,630
413
$697K 0.06%
+7,496
414
$696K 0.06%
+70,265
415
$695K 0.06%
+69,450
416
$692K 0.06%
+69,377
417
$684K 0.06%
+67,990
418
$683K 0.06%
+68,964
419
$682K 0.06%
+3,773
420
$682K 0.06%
+69,500
421
$680K 0.06%
+68,705
422
$679K 0.06%
+67,168
423
$674K 0.06%
+67,705
424
$670K 0.06%
+66,710
425
$667K 0.06%
+9,280
15 16
17
18 19