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
526
$468K 0.04%
+5,269
527
$466K 0.04%
+46,086
528
$465K 0.04%
+47,296
529
$465K 0.04%
+47,048
530
$465K 0.04%
+47,350
531
$463K 0.04%
+1,337
532
$463K 0.04%
+732
533
$457K 0.04%
+5,254
534
$457K 0.04%
+15,008
535
$456K 0.04%
+46,068
536
$454K 0.04%
+2,448
537
$452K 0.04%
+44,700
538
$451K 0.04%
+1
539
$451K 0.04%
+6,880
540
$449K 0.04%
+2,465
541
$447K 0.04%
+10,920
542
$446K 0.04%
+45,040
543
$445K 0.04%
+2,663
544
$443K 0.04%
+2,435
545
$442K 0.04%
+8,382
546
$439K 0.04%
+3,557
547
$439K 0.04%
+11,125
548
$438K 0.04%
+4,757
549
$435K 0.04%
+1,055
550
$434K 0.04%
+5,519
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