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
476
$552K 0.05%
+22,068
477
$546K 0.05%
+7,456
478
$543K 0.05%
+6,107
479
$543K 0.05%
+114,898
480
$539K 0.05%
+4,970
481
$536K 0.05%
+2,374
482
$535K 0.05%
+6,849
483
$534K 0.05%
+78,626
484
$528K 0.05%
+1,964
485
$527K 0.05%
+4,566
486
$526K 0.05%
+3,957
487
$524K 0.05%
+159,167
488
$521K 0.05%
+51,600
489
$520K 0.05%
+5,974
490
$518K 0.05%
+5,282
491
$517K 0.05%
+50,150
492
$513K 0.05%
+51,940
493
$512K 0.05%
+51,750
494
$511K 0.05%
+7,675
495
$510K 0.05%
+8,762
496
$510K 0.05%
+50,000
497
$507K 0.05%
+5,269
498
$507K 0.05%
+50,400
499
$505K 0.05%
+1,156
500
$505K 0.05%
+50,200
18 19
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