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
526
$466K 0.04%
+46,086
527
$465K 0.04%
+47,296
528
$465K 0.04%
+47,048
529
$465K 0.04%
+47,350
530
$463K 0.04%
+1,337
531
$463K 0.04%
+732
532
$457K 0.04%
+5,254
533
$457K 0.04%
+15,008
534
$456K 0.04%
+46,068
535
$454K 0.04%
+2,448
536
$452K 0.04%
+44,700
537
$451K 0.04%
+1
538
$451K 0.04%
+6,880
539
$449K 0.04%
+2,465
540
$447K 0.04%
+10,920
541
$446K 0.04%
+45,040
542
$445K 0.04%
+2,663
543
$443K 0.04%
+2,435
544
$442K 0.04%
+8,382
545
$439K 0.04%
+3,557
546
$439K 0.04%
+11,125
547
$438K 0.04%
+4,757
548
$435K 0.04%
+1,055
549
$434K 0.04%
+5,519
550
$433K 0.04%
+16,447
20 21
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