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
726
$257K 0.02%
+25,800
727
$257K 0.02%
+25,700
728
$255K 0.02%
+13,735
729
$255K 0.02%
+25,270
730
$255K 0.02%
+25,600
731
$255K 0.02%
+3,393
732
$254K 0.02%
+6,799
733
$253K 0.02%
+180,453
734
$252K 0.02%
+5,298
735
$252K 0.02%
+2,204
736
$251K 0.02%
+5,497
737
$250K 0.02%
+2,744
738
$250K 0.02%
+7,212
739
$250K 0.02%
+6,152
740
$248K 0.02%
+25,000
741
$248K 0.02%
+29,593
742
$247K 0.02%
+10,130
743
$246K 0.02%
+1,047
744
$242K 0.02%
+17,375
745
$241K 0.02%
+24,000
746
$241K 0.02%
+24,164
747
$240K 0.02%
+2,337
748
$239K 0.02%
+873
749
$239K 0.02%
+1,546
750
$238K 0.02%
+878
28 29
30
31 32