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
876
-14,500
877
-32,416
878
-60,333
879
-64,690
880
-93,280
881
-324,296
882
-59,819
883
-157,921
884
-33,165
885
-11,100
886
-279,119
887
-277,343
888
-230,866
889
-54,804
890
-26,100
891
-41,214
892
-13,738
893
-101,529
894
-108,278
895
-43,810
896
-55,780
897
-137,620
898
-108,533
899
-149,650
900
-28,979