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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
$1.03B
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Sector Composition

1 Financials 22.01%
2 Technology 15.76%
3 Healthcare 9.98%
4 Industrials 6%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-112,783
727
-37,800
728
-973,485
729
-198,663
730
-65,500
731
-131,000
732
-443,936
733
-74,167
734
-166,759
735
-1,667,144
736
-5,834
737
-227,937
738
-42,925
739
-266,370