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
426
$643K 0.06%
3,887
+84
427
$639K 0.06%
1,994
+944
428
$636K 0.06%
63,010
-1,460
429
$636K 0.06%
62,087
430
$634K 0.06%
63,287
+36,633
431
$633K 0.06%
3,679
+1
432
$624K 0.06%
61,560
433
$623K 0.06%
62,951
-420
434
$621K 0.06%
27,162
-5,400
435
$615K 0.06%
14,289
+846
436
$608K 0.06%
+8,090
437
$608K 0.06%
60,301
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438
$608K 0.06%
65,363
-18,117
439
$607K 0.06%
5,920
+1,059
440
$607K 0.06%
60,364
-10,214
441
$607K 0.06%
14,479
+5,459
442
$607K 0.06%
31,249
+2,259
443
$606K 0.06%
8,518
+1,612
444
$606K 0.06%
61,536
+3,672
445
$604K 0.06%
59,740
-4,640
446
$602K 0.05%
15,119
+4,070
447
$601K 0.05%
60,000
448
$601K 0.05%
9,770
-477
449
$599K 0.05%
59,393
-7,250
450
$598K 0.05%
58,300