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
826
$135K 0.01%
+13,300
827
$133K 0.01%
+13,400
828
$130K 0.01%
+13,000
829
$129K 0.01%
+13,222
830
$128K 0.01%
+13,062
831
$125K 0.01%
+49,124
832
$123K 0.01%
+12,450
833
$123K 0.01%
+246,678
834
$122K 0.01%
+12,200
835
$120K 0.01%
+11,179
836
$119K 0.01%
+11,982
837
$117K 0.01%
+12,690
838
$117K 0.01%
+11,740
839
$114K 0.01%
+11,300
840
$111K 0.01%
+10,920
841
$110K 0.01%
+10,500
842
$108K 0.01%
+1,655
843
$104K 0.01%
+11,370
844
$104K 0.01%
+10,314
845
$100K 0.01%
+4,483
846
$99K 0.01%
+10,063
847
$99K 0.01%
+148,168
848
$83K 0.01%
+498
849
$75K 0.01%
+71,572
850
$70K 0.01%
+10,332
31 32 33
34
35