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
151
$1.7M 0.15%
+23,555
152
$1.69M 0.15%
+25,303
153
$1.68M 0.15%
+24,302
154
$1.68M 0.15%
+169,433
155
$1.67M 0.15%
+149,236
156
$1.65M 0.15%
+163,050
157
$1.65M 0.15%
+8,581
158
$1.64M 0.15%
+165,360
159
$1.63M 0.15%
+14,023
160
$1.63M 0.15%
+91,070
161
$1.61M 0.15%
+21,284
162
$1.61M 0.15%
+157,685
163
$1.61M 0.14%
+15,482
164
$1.61M 0.14%
+45,439
165
$1.6M 0.14%
+15,927
166
$1.6M 0.14%
+162,145
167
$1.6M 0.14%
+19,907
168
$1.57M 0.14%
+158,098
169
$1.57M 0.14%
+157,930
170
$1.57M 0.14%
+14,594
171
$1.56M 0.14%
+14,207
172
$1.55M 0.14%
+155,138
173
$1.55M 0.14%
+154,603
174
$1.54M 0.14%
+32,165
175
$1.54M 0.14%
+155,595
5 6
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