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
501
$500K 0.05%
+50,810
502
$498K 0.05%
+8,027
503
$497K 0.05%
+15,625
504
$495K 0.04%
+49,868
505
$489K 0.04%
+48,700
506
$487K 0.04%
+3,279
507
$484K 0.04%
+3,623
508
$484K 0.04%
+48,000
509
$483K 0.04%
+47,945
510
$483K 0.04%
+48,000
511
$482K 0.04%
+4,130
512
$482K 0.04%
+2,112
513
$481K 0.04%
+15,032
514
$479K 0.04%
+4,063
515
$479K 0.04%
+47,600
516
$476K 0.04%
+48,284
517
$475K 0.04%
+10,969
518
$474K 0.04%
+3,474
519
$473K 0.04%
+4,205
520
$471K 0.04%
+47,060
521
$469K 0.04%
+1,573
522
$469K 0.04%
+47,200
523
$468K 0.04%
+10,688
524
$468K 0.04%
+14,145
525
$468K 0.04%
+5,269
19 20
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