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
801
$200K 0.02%
+7,519
802
$198K 0.02%
+153,811
803
$198K 0.02%
+19,599
804
$198K 0.02%
+20,200
805
$197K 0.02%
+19,930
806
$197K 0.02%
+19,635
807
$196K 0.02%
+19,645
808
$192K 0.02%
+19,000
809
$191K 0.02%
+19,211
810
$189K 0.02%
+18,500
811
$181K 0.02%
+29,032
812
$170K 0.02%
+16,900
813
$168K 0.02%
+17,004
814
$168K 0.02%
+16,570
815
$167K 0.02%
+16,787
816
$161K 0.01%
+16,100
817
$159K 0.01%
+15,900
818
$152K 0.01%
+83,757
819
$149K 0.01%
+14,810
820
$148K 0.01%
+30,354
821
$146K 0.01%
+14,810
822
$144K 0.01%
+14,640
823
$141K 0.01%
+14,217
824
$140K 0.01%
+13,990
825
$139K 0.01%
+13,890
31 32
33
34 35