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
-30,378
1027
-53,360
1028
-117,005
1029
-19,818
1030
-31,660
1031
-24,100
1032
-400,282
1033
-129,825
1034
-142,992
1035
-136,923
1036
-167,001
1037
-65,658
1038
-507,455
1039
-29,370
1040
-39,360
1041
-56,669
1042
-47,950
1043
-140,140
1044
-33,808
1045
-116,125
1046
-23,730
1047
-27,380
1048
-131,000
1049
-172,654
1050
-710,674