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
426
$665K 0.06%
+3,746
427
$665K 0.06%
+67,793
428
$664K 0.06%
+67,460
429
$660K 0.06%
+4,546
430
$658K 0.06%
+65,600
431
$656K 0.06%
+66,143
432
$653K 0.06%
+5,041
433
$652K 0.06%
+47,852
434
$650K 0.06%
+63,623
435
$648K 0.06%
+64,670
436
$643K 0.06%
+15,266
437
$643K 0.06%
+20,806
438
$643K 0.06%
+34,886
439
$642K 0.06%
+62,960
440
$641K 0.06%
+8,150
441
$638K 0.06%
+65,600
442
$637K 0.06%
+13,882
443
$635K 0.06%
+64,690
444
$632K 0.06%
+63,433
445
$623K 0.06%
+14,570
446
$623K 0.06%
+62,955
447
$620K 0.06%
+61,510
448
$617K 0.06%
+63,000
449
$616K 0.06%
+10,274
450
$616K 0.06%
+10,585
16 17
18
19 20