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
751
$206K 0.02%
+800
752
$206K 0.02%
+1,804
753
$205K 0.02%
+8,358
754
$205K 0.02%
14,558
-22
755
$204K 0.02%
+6,580
756
$204K 0.02%
18,115
-12,988
757
$204K 0.02%
2,163
+7
758
$203K 0.02%
+1,167
759
$203K 0.02%
+1,716
760
$203K 0.02%
+4,349
761
$203K 0.02%
860
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762
$203K 0.02%
+20,000
763
$202K 0.02%
+11,109
764
$200K 0.02%
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765
$195K 0.02%
22,559
+12,390
766
$193K 0.02%
19,180
767
$192K 0.02%
18,820
768
$192K 0.02%
18,980
769
$191K 0.02%
19,008
-350
770
$190K 0.02%
18,770
+3,000
771
$189K 0.02%
+11,576
772
$186K 0.02%
79,916
+28,040
773
$181K 0.02%
19,936
-870
774
$174K 0.02%
17,307
775
$173K 0.02%
+17,392