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
1026
-71,000
1027
-156,050
1028
-87,660
1029
-133,750
1030
-85,200
1031
-211,467
1032
-88,477
1033
-31,660
1034
-24,100
1035
-400,282
1036
-129,825
1037
-142,992
1038
-136,923
1039
-167,001
1040
-65,658
1041
-507,455
1042
-29,370
1043
-39,360
1044
-56,669
1045
-47,950
1046
-140,140
1047
-33,808
1048
-116,125
1049
-23,730
1050
-27,380