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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
676
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677
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678
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679
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680
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681
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682
-6,615
683
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684
-48,201
685
-50,000
686
-1,212,535
687
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688
-52,850
689
-200,972
690
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-41,880
692
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693
-106,000
694
-218,039
695
-13,894
696
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697
-182,349
698
-82,375
699
-114,400
700
-43,022