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
651
$323K 0.03%
+32,310
652
$323K 0.03%
+32,100
653
$322K 0.03%
+5,513
654
$322K 0.03%
+3,589
655
$320K 0.03%
+1,548
656
$319K 0.03%
+908
657
$318K 0.03%
+3,580
658
$318K 0.03%
+3,660
659
$318K 0.03%
+11,268
660
$317K 0.03%
+1,280
661
$317K 0.03%
+3,004
662
$317K 0.03%
+31,780
663
$317K 0.03%
+32,055
664
$316K 0.03%
+1,698
665
$315K 0.03%
+31,930
666
$314K 0.03%
+31,400
667
$313K 0.03%
+1,763
668
$311K 0.03%
+1,756
669
$310K 0.03%
+30,950
670
$310K 0.03%
+29,059
671
$308K 0.03%
+8,395
672
$308K 0.03%
+31,009
673
$306K 0.03%
+3,939
674
$303K 0.03%
+29,950
675
$301K 0.03%
+5,368
25 26
27
28 29