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
851
$69K 0.01%
+16,841
852
$62K 0.01%
+11,518
853
$58K 0.01%
+13,315
854
$56K 0.01%
+14,217
855
$50K ﹤0.01%
+53,948
856
$41K ﹤0.01%
+31,711
857
$40K ﹤0.01%
+1,667
858
$40K ﹤0.01%
+58,325
859
$37K ﹤0.01%
+14,092
860
$36K ﹤0.01%
+58,503
861
$32K ﹤0.01%
+27,477
862
$29K ﹤0.01%
+11,346
863
$29K ﹤0.01%
+51,049
864
$28K ﹤0.01%
+33,602
865
$27K ﹤0.01%
+23,186
866
$25K ﹤0.01%
+35,786
867
$20K ﹤0.01%
+14,470
868
$18K ﹤0.01%
+867
869
$16K ﹤0.01%
+11,517
870
$13K ﹤0.01%
+12,800
871
$13K ﹤0.01%
+21,878
872
$6K ﹤0.01%
+14,629
31 32 33 34
35