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
1001
-8,343
1002
-44,720
1003
-14,454
1004
-5,187
1005
-8,190
1006
-2,513
1007
-7,544
1008
-10,963
1009
-16,300
1010
-12,400
1011
-104,450
1012
-345,600
1013
-635,592
1014
-13,416
1015
-40,150
1016
-25,680
1017
-39,290
1018
-20,202
1019
-56,640
1020
-65,705
1021
-20,000
1022
-396,110
1023
-15,240
1024
-373,718
1025
-37,868