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
551
$433K 0.04%
+16,447
552
$432K 0.04%
+42,800
553
$431K 0.04%
+5,626
554
$431K 0.04%
+42,720
555
$430K 0.04%
+2,403
556
$429K 0.04%
+2,112
557
$429K 0.04%
+43,756
558
$427K 0.04%
+4,842
559
$427K 0.04%
+15,298
560
$427K 0.04%
+42,650
561
$426K 0.04%
+7,615
562
$426K 0.04%
+43,143
563
$426K 0.04%
+42,551
564
$424K 0.04%
+72,281
565
$424K 0.04%
+9,740
566
$423K 0.04%
+6,380
567
$421K 0.04%
+7,261
568
$420K 0.04%
+4,891
569
$419K 0.04%
+1,118
570
$419K 0.04%
+8,790
571
$416K 0.04%
+2,727
572
$416K 0.04%
+41,600
573
$413K 0.04%
+7,044
574
$413K 0.04%
+42,100
575
$410K 0.04%
+40,483
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