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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
$1.15B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Sector Composition

1 Financials 23.85%
2 Technology 16.75%
3 Healthcare 9.88%
4 Consumer Discretionary 5.41%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$395 ﹤0.01%
+15,751
652
$304 ﹤0.01%
19,000
653
$277 ﹤0.01%
15,839
654
-20,000
655
-5,000
656
-8,970
657
-6,484
658
-1,628
659
-249,972
660
-2,879
661
-881,734
662
-199,777
663
-1,072
664
-171,400
665
-9,549
666
-183,000
667
-4,464
668
-10,305
669
-492,000
670
-2,680
671
-8,441
672
-6,382
673
-22,020
674
-899,140
675
-1,060