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
$1.1B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$25.6M
3
+$24.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$22.6M
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%
+25,700
727
$255K 0.02%
+3,393
728
$255K 0.02%
+13,735
729
$255K 0.02%
+25,270
730
$255K 0.02%
+25,600
731
$254K 0.02%
+6,799
732
$253K 0.02%
+180,453
733
$252K 0.02%
+2,204
734
$252K 0.02%
+5,298
735
$251K 0.02%
+5,497
736
$250K 0.02%
+2,744
737
$250K 0.02%
+7,212
738
$250K 0.02%
+6,152
739
$248K 0.02%
+25,000
740
$248K 0.02%
+29,593
741
$247K 0.02%
+10,130
742
$246K 0.02%
+1,047
743
$242K 0.02%
+17,375
744
$241K 0.02%
+24,000
745
$241K 0.02%
+24,164
746
$240K 0.02%
+2,337
747
$239K 0.02%
+873
748
$239K 0.02%
+1,546
749
$238K 0.02%
+878
750
$237K 0.02%
+870
28 29
30
31 32