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
451
$597K 0.05%
59,079
-9,000
452
$596K 0.05%
60,000
453
$596K 0.05%
8,948
454
$595K 0.05%
15,662
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455
$594K 0.05%
3,425
+236
456
$593K 0.05%
10,885
+595
457
$592K 0.05%
58,700
-7,220
458
$592K 0.05%
15,556
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459
$591K 0.05%
1,967
-68
460
$591K 0.05%
8,867
+390
461
$588K 0.05%
21,038
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462
$587K 0.05%
+59,000
463
$581K 0.05%
55,440
-564
464
$579K 0.05%
14,704
-471
465
$577K 0.05%
+5,664
466
$576K 0.05%
14,488
467
$572K 0.05%
6,143
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468
$567K 0.05%
5,905
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469
$567K 0.05%
11,598
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470
$565K 0.05%
56,459
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471
$565K 0.05%
1,590
-50
472
$561K 0.05%
3,059
+102
473
$561K 0.05%
+56,398
474
$559K 0.05%
7,207
-320
475
$557K 0.05%
+8,902