SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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
+$26M
2
+$25.6M
3
+$24.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$22.6M
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
476
$546K 0.05%
+7,456
477
$543K 0.05%
+6,107
478
$543K 0.05%
+114,898
479
$539K 0.05%
+4,970
480
$536K 0.05%
+2,374
481
$535K 0.05%
+6,849
482
$534K 0.05%
+78,626
483
$528K 0.05%
+1,964
484
$527K 0.05%
+4,566
485
$526K 0.05%
+3,957
486
$524K 0.05%
+159,167
487
$521K 0.05%
+51,600
488
$520K 0.05%
+5,974
489
$518K 0.05%
+5,282
490
$517K 0.05%
+50,150
491
$513K 0.05%
+51,940
492
$512K 0.05%
+51,750
493
$511K 0.05%
+7,675
494
$510K 0.05%
+8,762
495
$510K 0.05%
+50,000
496
$507K 0.05%
+5,269
497
$507K 0.05%
+50,400
498
$505K 0.05%
+1,156
499
$505K 0.05%
+50,200
500
$504K 0.05%
+49,700
18 19
20
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