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
676
$260K 0.02%
2,753
677
$259K 0.02%
25,626
678
$259K 0.02%
4,042
-662
679
$258K 0.02%
10,659
+680
680
$257K 0.02%
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-35
681
$256K 0.02%
1,988
-305
682
$256K 0.02%
1,509
683
$253K 0.02%
25,085
684
$253K 0.02%
25,100
685
$253K 0.02%
25,053
-80
686
$252K 0.02%
+4,323
687
$252K 0.02%
3,719
+1,067
688
$252K 0.02%
25,000
689
$252K 0.02%
+11,939
690
$251K 0.02%
+1,119
691
$249K 0.02%
13,595
-2,589
692
$247K 0.02%
10,360
-2,127
693
$246K 0.02%
7,112
694
$245K 0.02%
739
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695
$244K 0.02%
1,676
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$243K 0.02%
20,930
-8,060
697
$240K 0.02%
+1,721
698
$240K 0.02%
23,800
-15,000
699
$239K 0.02%
3,505
-98
700
$237K 0.02%
2,363
+170