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
801
$75.5K 0.01%
25,580
+7,155
802
$71.4K 0.01%
19,052
+2,949
803
$69.5K 0.01%
16,262
-411
804
$69.4K 0.01%
+777
805
$66.5K 0.01%
151,470
806
$59.8K 0.01%
19,175
+9,175
807
$56.4K 0.01%
+327,403
808
$41.9K ﹤0.01%
1,714
809
$39.5K ﹤0.01%
13,917
-1,780
810
$38.1K ﹤0.01%
108,242
+22,575
811
$37.6K ﹤0.01%
10,305
812
$37.5K ﹤0.01%
1,655
813
$31.2K ﹤0.01%
57
814
$27.7K ﹤0.01%
10,739
-8,004
815
$27.6K ﹤0.01%
2,366
816
$26.3K ﹤0.01%
111,763
+88,016
817
$21.8K ﹤0.01%
+395,610
818
$17.1K ﹤0.01%
+142,109
819
$16.5K ﹤0.01%
+317
820
$15.2K ﹤0.01%
336
-35
821
$12.4K ﹤0.01%
73,047
822
$12K ﹤0.01%
171,030
823
$11.5K ﹤0.01%
+255,677
824
$10.6K ﹤0.01%
+327,403
825
$9.38K ﹤0.01%
+28,068