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
-56,640
1002
-65,705
1003
-20,000
1004
-396,110
1005
-15,240
1006
-373,718
1007
-37,868
1008
-71,000
1009
-156,050
1010
-87,660
1011
-133,750
1012
-85,200
1013
-88,477
1014
-136,305
1015
-32,090
1016
-16,400
1017
-23,200
1018
-23,200
1019
-115,914
1020
-36,997
1021
-83,970
1022
-74,914
1023
-11,600
1024
-65,590
1025
-149,660