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
1051
-55,904
1052
-167,207
1053
-13,017
1054
-21,683
1055
-53,505
1056
-86,360
1057
-210,280
1058
-65,400
1059
-50,814
1060
-79,060
1061
-32,700
1062
-36,360
1063
-68,235
1064
-12,450
1065
-138,865
1066
-58,543
1067
-31,000
1068
-28,351
1069
-24,500
1070
-35,260
1071
-64,340
1072
-47,600
1073
-35,722
1074
-16,279