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
801
$198K 0.02%
+19,599
802
$198K 0.02%
+20,200
803
$197K 0.02%
+19,930
804
$197K 0.02%
+19,635
805
$196K 0.02%
+19,645
806
$192K 0.02%
+19,000
807
$191K 0.02%
+19,211
808
$189K 0.02%
+18,500
809
$181K 0.02%
+29,032
810
$170K 0.02%
+16,900
811
$168K 0.02%
+17,004
812
$168K 0.02%
+16,570
813
$167K 0.02%
+16,787
814
$161K 0.01%
+16,100
815
$159K 0.01%
+15,900
816
$152K 0.01%
+83,757
817
$149K 0.01%
+14,810
818
$148K 0.01%
+30,354
819
$146K 0.01%
+14,810
820
$144K 0.01%
+14,640
821
$141K 0.01%
+14,217
822
$140K 0.01%
+13,990
823
$139K 0.01%
+13,890
824
$135K 0.01%
+13,300
825
$133K 0.01%
+13,400
31 32
33
34 35