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
626
$306K 0.03%
3,129
-627
627
$306K 0.03%
4,229
+301
628
$305K 0.03%
4,751
-209
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$304K 0.03%
29,650
-3,000
630
$303K 0.03%
4,057
-1,407
631
$302K 0.03%
+3,835
632
$301K 0.03%
+16,711
633
$299K 0.03%
7,269
-2,146
634
$299K 0.03%
29,555
-1,663
635
$296K 0.03%
3,272
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636
$292K 0.03%
4,609
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637
$291K 0.03%
28,400
-3,000
638
$289K 0.03%
8,578
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639
$288K 0.03%
+3,534
640
$284K 0.03%
3,444
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641
$282K 0.03%
2,041
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642
$281K 0.03%
2,492
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643
$281K 0.03%
27,800
644
$280K 0.03%
3,470
645
$278K 0.03%
6,104
-53
646
$277K 0.03%
27,800
647
$277K 0.03%
3,159
-946
648
$274K 0.03%
+2,006
649
$272K 0.02%
+8,093
650
$272K 0.02%
19,540
-5,943