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
601
$377K 0.03%
+37,485
602
$377K 0.03%
+38,340
603
$376K 0.03%
+37,922
604
$374K 0.03%
+36,240
605
$373K 0.03%
+6,573
606
$370K 0.03%
+35,571
607
$369K 0.03%
+37,253
608
$369K 0.03%
+544
609
$368K 0.03%
+36,570
610
$367K 0.03%
+35,600
611
$364K 0.03%
+2,278
612
$364K 0.03%
+12,545
613
$362K 0.03%
+5,558
614
$362K 0.03%
+3,406
615
$362K 0.03%
+36,160
616
$360K 0.03%
+729
617
$359K 0.03%
+9,964
618
$358K 0.03%
+35,417
619
$358K 0.03%
+36,575
620
$357K 0.03%
+35,715
621
$355K 0.03%
+5,469
622
$353K 0.03%
+1,139
623
$352K 0.03%
+5,141
624
$352K 0.03%
+35,100
625
$351K 0.03%
+35,468
23 24
25
26 27