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
651
$271K 0.02%
5,326
+1,349
652
$271K 0.02%
26,846
-300
653
$270K 0.02%
26,246
654
$269K 0.02%
19,955
+5,880
655
$269K 0.02%
+6,793
656
$269K 0.02%
1,057
+12
657
$268K 0.02%
2,510
+208
658
$268K 0.02%
+1,129
659
$268K 0.02%
26,470
-960
660
$267K 0.02%
9,978
+1,791
661
$266K 0.02%
26,400
-1,000
662
$266K 0.02%
832
+126
663
$265K 0.02%
26,300
664
$264K 0.02%
2,004
+113
665
$264K 0.02%
25,600
-1,000
666
$263K 0.02%
25,550
-1,000
667
$263K 0.02%
869
+123
668
$263K 0.02%
6,020
+654
669
$262K 0.02%
3,589
-370
670
$262K 0.02%
26,101
671
$262K 0.02%
1,933
-169
672
$261K 0.02%
+4,291
673
$261K 0.02%
25,894
-472
674
$261K 0.02%
7,788
-3,195
675
$260K 0.02%
1,840
+301