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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$26.4M
3
+$24.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$23.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.12%
2 Financials 10.85%
3 Healthcare 8.23%
4 Consumer Discretionary 6.05%
5 Industrials 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.15M 0.19%
+12,804
102
$2.15M 0.19%
+215,792
103
$2.14M 0.19%
+11,690
104
$2.13M 0.19%
+216,019
105
$2.12M 0.19%
+214,716
106
$2.12M 0.19%
+9,880
107
$2.11M 0.19%
+7,237
108
$2.11M 0.19%
+210,692
109
$2.1M 0.19%
+34,720
110
$2.08M 0.19%
+23,858
111
$2.08M 0.19%
+6,057
112
$2.06M 0.19%
+207,148
113
$2.06M 0.19%
+210,265
114
$2.04M 0.18%
+36,918
115
$2.04M 0.18%
+203,320
116
$2.01M 0.18%
+70,890
117
$2M 0.18%
+5,667
118
$1.98M 0.18%
+21,266
119
$1.96M 0.18%
+7,314
120
$1.95M 0.18%
+42,985
121
$1.94M 0.17%
+16,555
122
$1.93M 0.17%
+189,460
123
$1.92M 0.17%
+21,575
124
$1.91M 0.17%
+188,571
125
$1.9M 0.17%
+2,892
3 4
5
6 7