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
676
$298K 0.03%
+30,520
677
$297K 0.03%
+29,200
678
$294K 0.03%
+4,825
679
$294K 0.03%
+29,667
680
$292K 0.03%
+1,429
681
$291K 0.03%
+8,357
682
$290K 0.03%
+29,050
683
$289K 0.03%
+28,130
684
$289K 0.03%
+28,879
685
$288K 0.03%
+28,150
686
$287K 0.03%
+1,604
687
$285K 0.03%
+5,956
688
$285K 0.03%
+6,762
689
$284K 0.03%
+815
690
$282K 0.03%
+28,100
691
$281K 0.03%
+22,918
692
$279K 0.03%
+4,918
693
$279K 0.03%
+989
694
$279K 0.03%
+28,530
695
$277K 0.03%
+3,818
696
$276K 0.03%
+907
697
$274K 0.02%
+1,753
698
$273K 0.02%
+858
699
$272K 0.02%
+2,426
700
$271K 0.02%
+27,275
26 27
28
29 30