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