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
576
$405K 0.04%
+1,150
577
$404K 0.04%
+35,907
578
$404K 0.04%
+11,730
579
$404K 0.04%
+39,450
580
$402K 0.04%
+39,960
581
$401K 0.04%
+999
582
$401K 0.04%
+39,320
583
$398K 0.04%
+39,750
584
$396K 0.04%
+16,963
585
$396K 0.04%
+2,279
586
$394K 0.04%
+662
587
$392K 0.04%
+3,590
588
$391K 0.04%
+39,645
589
$388K 0.04%
+37,384
590
$386K 0.03%
+833
591
$386K 0.03%
+1,392
592
$384K 0.03%
+38,160
593
$382K 0.03%
+1,592
594
$382K 0.03%
+16,237
595
$382K 0.03%
+4,386
596
$381K 0.03%
+4,008
597
$381K 0.03%
+38,080
598
$380K 0.03%
+2,779
599
$379K 0.03%
+7,658
600
$378K 0.03%
+15,141
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