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
701
$236K 0.02%
+2,547
702
$236K 0.02%
+1,857
703
$235K 0.02%
4,643
+114
704
$234K 0.02%
5,143
-68
705
$233K 0.02%
4,590
-15,226
706
$231K 0.02%
22,891
-2,350
707
$230K 0.02%
+4,300
708
$229K 0.02%
964
-13
709
$229K 0.02%
+1,538
710
$229K 0.02%
22,630
-859
711
$229K 0.02%
+2,171
712
$227K 0.02%
22,500
-86,280
713
$227K 0.02%
+157
714
$226K 0.02%
+1,785
715
$225K 0.02%
+2,614
716
$224K 0.02%
22,000
717
$223K 0.02%
+2,892
718
$223K 0.02%
8,431
-2,976
719
$222K 0.02%
3,903
-858
720
$222K 0.02%
+3,018
721
$221K 0.02%
+6,702
722
$220K 0.02%
+21,210
723
$219K 0.02%
33,527
+17,061
724
$219K 0.02%
+3,451
725
$218K 0.02%
6,096
-5,081