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
751
$237K 0.02%
+870
752
$236K 0.02%
+2,764
753
$236K 0.02%
+2,612
754
$235K 0.02%
+1,508
755
$235K 0.02%
+832
756
$234K 0.02%
+2,570
757
$234K 0.02%
+599
758
$233K 0.02%
+23,200
759
$233K 0.02%
+3,021
760
$231K 0.02%
+5,609
761
$231K 0.02%
+1,659
762
$230K 0.02%
+2,090
763
$230K 0.02%
+1,329
764
$226K 0.02%
+875
765
$226K 0.02%
+2,185
766
$226K 0.02%
+3,947
767
$224K 0.02%
+3,129
768
$223K 0.02%
+22,269
769
$221K 0.02%
+14,315
770
$220K 0.02%
+3,140
771
$217K 0.02%
+2,160
772
$217K 0.02%
+83,619
773
$215K 0.02%
+3,666
774
$214K 0.02%
+21,807
775
$213K 0.02%
+6,982
29 30
31
32 33