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
826
$130K 0.01%
+13,000
827
$129K 0.01%
+13,222
828
$128K 0.01%
+13,062
829
$125K 0.01%
+49,124
830
$123K 0.01%
+12,450
831
$123K 0.01%
+246,678
832
$122K 0.01%
+12,200
833
$120K 0.01%
+11,179
834
$119K 0.01%
+11,982
835
$117K 0.01%
+12,690
836
$117K 0.01%
+11,740
837
$114K 0.01%
+11,300
838
$111K 0.01%
+10,920
839
$110K 0.01%
+10,500
840
$108K 0.01%
+1,655
841
$104K 0.01%
+11,370
842
$104K 0.01%
+10,314
843
$100K 0.01%
+4,483
844
$99K 0.01%
+10,063
845
$99K 0.01%
+148,168
846
$83K 0.01%
+498
847
$75K 0.01%
+71,572
848
$70K 0.01%
+10,332
849
$69K 0.01%
+16,841
850
$62K 0.01%
+11,518
31 32 33
34
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