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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$26.4M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$23.2M
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
76
$2.6M 0.23%
+262,500
77
$2.53M 0.23%
+256,490
78
$2.52M 0.23%
+11,321
79
$2.51M 0.23%
+257,741
80
$2.49M 0.22%
+16,067
81
$2.49M 0.22%
+253,799
82
$2.47M 0.22%
+165,306
83
$2.45M 0.22%
+28,005
84
$2.44M 0.22%
+35,272
85
$2.44M 0.22%
+6,803
86
$2.44M 0.22%
+10,099
87
$2.44M 0.22%
+3,654
88
$2.39M 0.22%
+20,339
89
$2.35M 0.21%
+46,773
90
$2.35M 0.21%
+19,591
91
$2.33M 0.21%
+24,553
92
$2.33M 0.21%
+234,709
93
$2.32M 0.21%
+230,254
94
$2.25M 0.2%
+3,464
95
$2.23M 0.2%
+226,440
96
$2.23M 0.2%
+26,589
97
$2.21M 0.2%
+5,783
98
$2.2M 0.2%
+18,274
99
$2.19M 0.2%
+211,200
100
$2.18M 0.2%
+141,332
2 3
4
5 6