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
501
$506K 0.05%
19,863
-70
502
$504K 0.05%
6,755
+1,326
503
$502K 0.05%
4,078
-9,448
504
$502K 0.05%
50,000
505
$502K 0.05%
48,700
506
$501K 0.05%
28,092
+772
507
$499K 0.05%
50,000
508
$497K 0.05%
6,361
+185
509
$495K 0.05%
48,522
+12,091
510
$493K 0.05%
5,725
+529
511
$493K 0.05%
4,245
+295
512
$492K 0.05%
49,790
-2,610
513
$491K 0.04%
48,750
514
$488K 0.04%
48,326
515
$485K 0.04%
48,061
516
$476K 0.04%
7,250
+305
517
$476K 0.04%
8,460
+315
518
$476K 0.04%
1,931
+217
519
$475K 0.04%
7,330
+600
520
$469K 0.04%
1
521
$467K 0.04%
5,244
+173
522
$467K 0.04%
46,738
-1,560
523
$460K 0.04%
46,300
524
$459K 0.04%
2,575
+288
525
$459K 0.04%
5,856
-1,144