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
776
$213K 0.02%
+21,650
777
$212K 0.02%
+4,490
778
$212K 0.02%
+21,310
779
$211K 0.02%
+544
780
$210K 0.02%
+5,093
781
$210K 0.02%
+5,620
782
$210K 0.02%
+21,180
783
$210K 0.02%
+21,196
784
$210K 0.02%
+11,131
785
$209K 0.02%
+20,770
786
$207K 0.02%
+20,570
787
$206K 0.02%
+2,908
788
$206K 0.02%
+20,538
789
$205K 0.02%
+20,600
790
$205K 0.02%
+20,668
791
$204K 0.02%
+2,389
792
$204K 0.02%
+9,956
793
$204K 0.02%
+20,029
794
$203K 0.02%
+2,244
795
$203K 0.02%
+7,052
796
$202K 0.02%
+1,874
797
$202K 0.02%
+6,172
798
$202K 0.02%
+1,222
799
$202K 0.02%
+459
800
$201K 0.02%
+1,992
30 31
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