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
676
$299K 0.03%
+30,250
677
$298K 0.03%
+30,520
678
$297K 0.03%
+29,200
679
$294K 0.03%
+4,825
680
$294K 0.03%
+29,667
681
$292K 0.03%
+1,429
682
$291K 0.03%
+8,357
683
$290K 0.03%
+29,050
684
$289K 0.03%
+28,130
685
$289K 0.03%
+28,879
686
$288K 0.03%
+28,150
687
$287K 0.03%
+1,604
688
$285K 0.03%
+5,956
689
$285K 0.03%
+6,762
690
$284K 0.03%
+815
691
$282K 0.03%
+28,100
692
$281K 0.03%
+22,918
693
$279K 0.03%
+4,918
694
$279K 0.03%
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695
$279K 0.03%
+28,530
696
$277K 0.03%
+3,818
697
$276K 0.02%
+907
698
$274K 0.02%
+1,753
699
$273K 0.02%
+858
700
$272K 0.02%
+2,426
26 27
28
29 30