SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
This Quarter Return
-0.15%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.21B
AUM Growth
-$91.2M
Cap. Flow
-$71M
Cap. Flow %
-5.85%
Top 10 Hldgs %
25.92%
Holding
715
New
52
Increased
109
Reduced
426
Closed
79

Top Buys

1
$8.48M
2
$7.7M
3
$7.47M
4
$6.38M
5
$6.16M

Top Sells

1
$8.44M
2
$6.68M
3
$6.19M
4
$6.04M
5
$5.95M

Sector Composition

1Financials31.07%
2Technology11.73%
3Healthcare7.84%
4Consumer Discretionary4.79%
5Industrials4.44%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$299K0.02% 7,388––
$298K0.02% 1,173
-272
-19%
-$69.1K
$296K0.02% 1,651
-221
-12%
-$39.6K
$293K0.02% 8,780
-3,139
-26%
-$105K
$292K0.02% 3,115
+304
+11%
+$28.5K
$291K0.02% 4,751
-278
-6%
-$17K
$288K0.02% 8,678
+168
+2%
+$5.58K
$279K0.02%
+3,175
 New
+$279K
$279K0.02% 4,392
-1,377
-24%
-$87.4K
$276K0.02% 23,794
+57
+0.2%
+$662
$275K0.02% 3,550
-288
-8%
-$22.3K
$274K0.02% 1,588
-251
-14%
-$43.3K
$273K0.02% 1,313
-471
-26%
-$97.9K
$272K0.02% 4,599––
$269K0.02% 1,495
-63
-4%
-$11.3K
$268K0.02% 4,953
-1,702
-26%
-$92.1K
$268K0.02% 787
-112
-12%
-$38.1K
$268K0.02% 7,075
-250
-3%
-$9.47K
$266K0.02% 3,792
-664
-15%
-$46.6K
$265K0.02% 1,926
-4
-0.2%
-$551
$264K0.02% 3,360
-488
-13%
-$38.4K
$264K0.02%
+2,560
 New
+$264K
$263K0.02% 2,727––
$262K0.02% 2,192
-100
-4%
-$11.9K
$261K0.02% 1,072
-558
-34%
-$136K
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