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
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$374K 0.03%
2,756
+438
577
$373K 0.03%
36,457
578
$372K 0.03%
37,210
-1,342
579
$370K 0.03%
2,162
+76
580
$369K 0.03%
36,326
581
$367K 0.03%
7,288
-698
582
$366K 0.03%
4,014
-378
583
$364K 0.03%
36,083
584
$363K 0.03%
34,446
585
$361K 0.03%
36,424
586
$358K 0.03%
14,075
-352
587
$357K 0.03%
6,744
+1,524
588
$355K 0.03%
9,976
+1,500
589
$353K 0.03%
3,364
+35
590
$352K 0.03%
35,175
591
$347K 0.03%
6,290
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592
$347K 0.03%
34,080
593
$346K 0.03%
32,976
594
$345K 0.03%
1,491
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595
$344K 0.03%
1,190
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596
$343K 0.03%
33,676
-10,750
597
$340K 0.03%
2,678
-140
598
$339K 0.03%
6,674
+180
599
$337K 0.03%
+7,214
600
$337K 0.03%
11,096
+732