SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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
+$26M
2
+$25.6M
3
+$24.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$22.6M
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%
+32,100
652
$322K 0.03%
+5,513
653
$322K 0.03%
+3,589
654
$320K 0.03%
+1,548
655
$319K 0.03%
+908
656
$318K 0.03%
+3,580
657
$318K 0.03%
+3,660
658
$318K 0.03%
+11,268
659
$317K 0.03%
+32,055
660
$317K 0.03%
+1,280
661
$317K 0.03%
+3,004
662
$317K 0.03%
+31,780
663
$316K 0.03%
+1,698
664
$315K 0.03%
+31,930
665
$314K 0.03%
+31,400
666
$313K 0.03%
+1,763
667
$311K 0.03%
+1,756
668
$310K 0.03%
+30,950
669
$310K 0.03%
+29,059
670
$308K 0.03%
+8,395
671
$308K 0.03%
+31,009
672
$306K 0.03%
+3,939
673
$303K 0.03%
+29,950
674
$301K 0.03%
+5,368
675
$299K 0.03%
+30,250
25 26
27
28 29