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
126
$1.9M 0.17%
+379,850
127
$1.9M 0.17%
+194,138
128
$1.89M 0.17%
+191,286
129
$1.88M 0.17%
+187,050
130
$1.86M 0.17%
+23,086
131
$1.85M 0.17%
+4,996
132
$1.83M 0.17%
+6,518
133
$1.83M 0.17%
+33,971
134
$1.82M 0.16%
+68,435
135
$1.82M 0.16%
+45,902
136
$1.82M 0.16%
+19,413
137
$1.81M 0.16%
+182,151
138
$1.79M 0.16%
+27,306
139
$1.79M 0.16%
+182,161
140
$1.78M 0.16%
+7,164
141
$1.78M 0.16%
+13,751
142
$1.78M 0.16%
+34,483
143
$1.77M 0.16%
+2,756
144
$1.76M 0.16%
+39,032
145
$1.76M 0.16%
+173,930
146
$1.75M 0.16%
+9,576
147
$1.75M 0.16%
+167,660
148
$1.71M 0.15%
+175,509
149
$1.71M 0.15%
+174,086
150
$1.7M 0.15%
+10,387
4 5
6
7 8