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
901
-244,372
902
-53,086
903
-154,320
904
-10,050
905
-13,000
906
-18,876
907
-89,900
908
-23,450
909
-181,644
910
-30,300
911
-51,750
912
-102,198
913
-93,300
914
-26,630
915
-122,061
916
-122,785
917
-84,433
918
-229,956
919
-46,153
920
-32,228
921
-87,206
922
-36,606
923
-69,860
924
-14,465
925
-20,200