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
726
$218K 0.02%
21,803
-11,870
727
$218K 0.02%
21,650
728
$218K 0.02%
5,039
-334
729
$218K 0.02%
1,239
-244
730
$217K 0.02%
30,307
-32,164
731
$216K 0.02%
21,130
732
$216K 0.02%
+2,837
733
$215K 0.02%
+485
734
$215K 0.02%
+1,748
735
$214K 0.02%
+21,000
736
$214K 0.02%
+890
737
$213K 0.02%
2,145
-5,009
738
$213K 0.02%
+5,046
739
$213K 0.02%
+2,042
740
$213K 0.02%
33,894
+13,853
741
$212K 0.02%
+1,059
742
$211K 0.02%
+6,332
743
$211K 0.02%
+6,077
744
$209K 0.02%
86,106
+14,349
745
$209K 0.02%
20,600
746
$209K 0.02%
+1,200
747
$209K 0.02%
4,167
-25,876
748
$209K 0.02%
20,850
749
$208K 0.02%
20,652
+1,120
750
$206K 0.02%
+7,497