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
476
$555K 0.05%
7,779
+343
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$555K 0.05%
+2,591
478
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1,176
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55,244
-1,420
480
$548K 0.05%
+54,575
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53,200
-2,500
482
$541K 0.05%
53,455
-3,000
483
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53,644
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484
$538K 0.05%
54,160
485
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52,740
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486
$533K 0.05%
2,526
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487
$531K 0.05%
52,000
-21,500
488
$530K 0.05%
9,924
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489
$527K 0.05%
51,750
490
$525K 0.05%
104,284
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52,365
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13,261
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$519K 0.05%
1,666
-48
494
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495
$514K 0.05%
5,776
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496
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5,407
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497
$512K 0.05%
13,818
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498
$511K 0.05%
3,258
-369
499
$509K 0.05%
50,000
-1,200
500
$508K 0.05%
49,290
-450