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
-64,690
877
-93,280
878
-324,296
879
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880
-157,921
881
-33,165
882
-11,100
883
-279,119
884
-277,343
885
-230,866
886
-54,804
887
-26,100
888
-41,214
889
-13,738
890
-101,529
891
-108,278
892
-43,810
893
-55,780
894
-137,620
895
-108,533
896
-149,650
897
-28,979
898
-150,000
899
-39,739
900
-137,720