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
26
$5.79M 0.52%
+40,000
27
$5.77M 0.52%
+10,162
28
$5.76M 0.52%
+49,689
29
$5.63M 0.51%
+571,726
30
$5.59M 0.5%
+565,276
31
$5.54M 0.5%
+323,758
32
$5.01M 0.45%
+493,396
33
$4.84M 0.44%
+10,187
34
$4.76M 0.43%
+11,471
35
$4.69M 0.42%
+476,367
36
$4.67M 0.42%
+90,949
37
$4.45M 0.4%
+447,686
38
$4.39M 0.4%
+434,024
39
$4.18M 0.38%
+17,152
40
$4.18M 0.38%
+419,269
41
$4.04M 0.36%
+7,122
42
$3.92M 0.35%
+142,572
43
$3.85M 0.35%
+9,268
44
$3.84M 0.35%
+22,448
45
$3.82M 0.34%
+85,891
46
$3.76M 0.34%
+59,289
47
$3.73M 0.34%
+67,114
48
$3.64M 0.33%
+363,120
49
$3.53M 0.32%
+69,593
50
$3.45M 0.31%
+344,386
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