We are live on ! Find out more
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
701
-158,870
702
-48,750
703
-79,435
704
-301,046
705
-174,957
706
-527,204
707
-1,583
708
-68,060
709
-105,994
710
-166,816
711
-10,642
712
-135,600
713
-136,027
714
-14,538
715
$0 ﹤0.01%
47,678
-3,193
716
-116,690
717
-1,186
718
-20,642