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
926
-41,315
927
-351,336
928
-59,326
929
-186,973
930
-19,820
931
-40,987
932
-66,687
933
-60,167
934
-24,436
935
-18,856
936
-620,358
937
-11,000
938
-323,777
939
-47,500
940
-24,164
941
-513,076
942
-10,800
943
$0 ﹤0.01%
51,657
-241
944
-128,000
945
-133,700
946
-16,370
947
-2,624
948
-22,542
949
-5,611
950
-34,812