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
976
-117,005
977
-19,818
978
-32,984
979
-323,777
980
-47,500
981
-24,164
982
-513,076
983
$0 ﹤0.01%
51,657
-241
984
-128,000
985
-133,700
986
-10,800
987
-851,110
988
-10,167
989
-1,115
990
-2,876
991
-2,891
992
-8,346
993
-531
994
-10,325
995
-5,364
996
-9,500
997
-5,817
998
-6,765
999
-2,357
1000
-61,379