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
751
$236K 0.02%
+2,764
752
$236K 0.02%
+2,612
753
$235K 0.02%
+1,508
754
$235K 0.02%
+832
755
$234K 0.02%
+2,570
756
$234K 0.02%
+599
757
$233K 0.02%
+3,021
758
$233K 0.02%
+23,200
759
$231K 0.02%
+5,609
760
$231K 0.02%
+1,659
761
$230K 0.02%
+2,090
762
$230K 0.02%
+1,329
763
$226K 0.02%
+875
764
$226K 0.02%
+2,185
765
$226K 0.02%
+3,947
766
$224K 0.02%
+3,129
767
$223K 0.02%
+22,269
768
$221K 0.02%
+14,315
769
$220K 0.02%
+3,140
770
$217K 0.02%
+2,160
771
$217K 0.02%
+83,619
772
$215K 0.02%
+3,666
773
$214K 0.02%
+21,807
774
$213K 0.02%
+6,982
775
$213K 0.02%
+21,650
29 30
31
32 33