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
701
$271K 0.02%
+27,275
702
$271K 0.02%
+27,712
703
$270K 0.02%
+10,386
704
$270K 0.02%
+27,278
705
$269K 0.02%
+5,604
706
$269K 0.02%
+2,890
707
$268K 0.02%
+26,600
708
$268K 0.02%
+28,200
709
$268K 0.02%
+26,890
710
$267K 0.02%
+7,101
711
$266K 0.02%
+26,301
712
$265K 0.02%
+1,896
713
$265K 0.02%
+1,200
714
$265K 0.02%
+26,410
715
$264K 0.02%
+5,405
716
$264K 0.02%
+26,960
717
$263K 0.02%
+10,395
718
$263K 0.02%
+26,466
719
$261K 0.02%
+25,200
720
$259K 0.02%
+1,285
721
$259K 0.02%
+12,475
722
$259K 0.02%
+25,942
723
$258K 0.02%
+3,778
724
$258K 0.02%
+25,320
725
$257K 0.02%
+6,234
27 28
29
30 31