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
776
$212K 0.02%
+21,310
777
$212K 0.02%
+4,490
778
$211K 0.02%
+544
779
$210K 0.02%
+5,093
780
$210K 0.02%
+5,620
781
$210K 0.02%
+21,180
782
$210K 0.02%
+21,196
783
$210K 0.02%
+11,131
784
$209K 0.02%
+20,770
785
$207K 0.02%
+20,570
786
$206K 0.02%
+2,908
787
$206K 0.02%
+20,538
788
$205K 0.02%
+20,600
789
$205K 0.02%
+20,668
790
$204K 0.02%
+2,389
791
$204K 0.02%
+9,956
792
$204K 0.02%
+20,029
793
$203K 0.02%
+2,244
794
$203K 0.02%
+7,052
795
$202K 0.02%
+1,874
796
$202K 0.02%
+6,172
797
$202K 0.02%
+1,222
798
$202K 0.02%
+459
799
$201K 0.02%
+1,992
800
$200K 0.02%
+7,519
30 31
32
33 34