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
451
$612K 0.06%
+16,609
452
$612K 0.06%
+61,500
453
$612K 0.06%
+61,480
454
$611K 0.06%
+60,981
455
$608K 0.05%
+61,438
456
$603K 0.05%
+60,450
457
$602K 0.05%
+14,276
458
$602K 0.05%
+30,415
459
$590K 0.05%
+8,824
460
$589K 0.05%
+58,050
461
$588K 0.05%
+59,010
462
$587K 0.05%
+57,514
463
$586K 0.05%
+59,842
464
$583K 0.05%
+1,754
465
$580K 0.05%
+58,533
466
$577K 0.05%
+58,209
467
$574K 0.05%
+13,741
468
$574K 0.05%
+57,817
469
$569K 0.05%
+2,253
470
$568K 0.05%
+5,574
471
$566K 0.05%
+56,960
472
$564K 0.05%
+56,922
473
$562K 0.05%
+3,348
474
$561K 0.05%
+3,196
475
$557K 0.05%
+55,901
17 18
19
20 21