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
551
$432K 0.04%
+42,800
552
$431K 0.04%
+5,626
553
$431K 0.04%
+42,720
554
$430K 0.04%
+2,403
555
$429K 0.04%
+43,756
556
$429K 0.04%
+2,112
557
$427K 0.04%
+4,842
558
$427K 0.04%
+15,298
559
$427K 0.04%
+42,650
560
$426K 0.04%
+7,615
561
$426K 0.04%
+43,143
562
$426K 0.04%
+42,551
563
$424K 0.04%
+9,740
564
$424K 0.04%
+72,281
565
$423K 0.04%
+6,380
566
$421K 0.04%
+7,261
567
$420K 0.04%
+4,891
568
$419K 0.04%
+1,118
569
$419K 0.04%
+8,790
570
$416K 0.04%
+2,727
571
$416K 0.04%
+41,600
572
$413K 0.04%
+7,044
573
$413K 0.04%
+42,100
574
$410K 0.04%
+40,483
575
$405K 0.04%
+1,150
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