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