SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
This Quarter Return
-1.63%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.07B
AUM Growth
+$1.07B
(-2.9%)
Cap. Flow
+$1.48M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
17.01%
Holding
1,007
New
134
Increased
255
Reduced
431
Closed
77
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 11.25% |
| 2 | Technology | 11.11% |
| 3 | Healthcare | 9.15% |
| 4 | Consumer Discretionary | 5.71% |
| 5 | Industrials | 5.39% |