SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
This Quarter Return
+8.14%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.34B
AUM Growth
+$1.34B
(+16%)
Cap. Flow
+$109M
Cap. Flow
% of AUM
8.15%
Top 10 Holdings %
Top 10 Hldgs %
26.53%
Holding
727
New
72
Increased
283
Reduced
245
Closed
65
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 30.48% |
| 2 | Technology | 13.96% |
| 3 | Healthcare | 10.18% |
| 4 | Consumer Discretionary | 5.2% |
| 5 | Industrials | 5.04% |