SIA
Schechter Investment Advisors Portfolio holdings
AUM $1.21B
AUM
$1.21B
AUM Growth
-$91.2M (-7%)
Cap. Flow
+$5.78M
Cap. Flow % of AUM
0.48%
Top 10 Holdings %Top 10 Hldgs %
25.92%
Holding
715
New
52
Increased
109
Reduced
426
Closed
79
Top Buys
| 1 | $8.48M | |
| 2 | $7.7M | |
| 3 | $7.47M | |
| 4 | $6.38M | |
| 5 | $6.16M |
Top Sells
| 1 | $5.06M | |
| 2 | $5.06M | |
| 3 | $3.73M | |
| 4 | $2.81M | |
| 5 | $2.53M |
Sector Composition
| 1 | Financials | 31.07% |
| 2 | Technology | 11.76% |
| 3 | Healthcare | 7.84% |
| 4 | Consumer Discretionary | 4.77% |
| 5 | Industrials | 4.44% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -8,901 | Closed | – | |||
| $0 | 0% | 0 -5,492 | Closed | – | |||
| $0 | 0% | 0 -1,887 | Closed | – | |||
| $0 | 0% | 0 -4,803 | Closed | – | |||
| $0 | 0% | 0 -5,494 | Closed | – | |||
| $0 | 0% | 0 -15,889 | Closed | – | |||
| $0 | 0% | 0 -963 | Closed | – | |||
| $0 | 0% | 0 -18,243 | Closed | – | |||
| $0 | 0% | 0 -15,000 | Closed | – | |||
| $0 | 0% | 0 -1,593 | Closed | – | |||
| $0 | 0% | 0 -13,615 | Closed | – | |||
| $0 | 0% | 0 -2,625 | Closed | – | |||
| $0 | 0% | 0 -2,846 | Closed | – | |||
| $0 | 0% | 0 -5,908 | Closed | – | |||
| $0 | 0% | 0 -7,017 | Closed | – | |||
| $0 | 0% | 0 -25,568 | Closed | – | |||
| $0 | 0% | 0 -1,966 | Closed | – | |||
| $0 | 0% | 0 -4,558 | Closed | – | |||
| $0 | 0% | 0 -4,866 | Closed | – | |||
| $0 | 0% | 0 -612 | Closed | – | |||
| $0 | 0% | 0 -23,236 | Closed | – | |||
| $0 | 0% | 0 -4,044 | Closed | – | |||
| $0 | 0% | 0 -2,341 | Closed | – | |||
| $0 | 0% | 0 -11,805 | Closed | – | |||
| $0 | 0% | 0 -10,612 | Closed | – |
