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
626
$350K 0.03%
+35,140
627
$349K 0.03%
+33,890
628
$348K 0.03%
+4,849
629
$348K 0.03%
+35,200
630
$348K 0.03%
+35,516
631
$347K 0.03%
+1,310
632
$347K 0.03%
+35,042
633
$346K 0.03%
+34,525
634
$345K 0.03%
+5,112
635
$345K 0.03%
+35,115
636
$344K 0.03%
+8,967
637
$344K 0.03%
+7,364
638
$342K 0.03%
+145,439
639
$338K 0.03%
+2,840
640
$338K 0.03%
+4,354
641
$336K 0.03%
+1,363
642
$335K 0.03%
+6,864
643
$334K 0.03%
+33,140
644
$333K 0.03%
+33,650
645
$332K 0.03%
+801
646
$331K 0.03%
+503
647
$329K 0.03%
+31,303
648
$328K 0.03%
+33,028
649
$325K 0.03%
+1,654
650
$324K 0.03%
+8,203
24 25
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27 28