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
176
$1.54M 0.14%
+4,602
177
$1.53M 0.14%
+4,901
178
$1.53M 0.14%
+150,540
179
$1.53M 0.14%
+729
180
$1.53M 0.14%
+25,765
181
$1.52M 0.14%
+6,432
182
$1.51M 0.14%
+145,770
183
$1.51M 0.14%
+152,148
184
$1.5M 0.13%
+146,790
185
$1.49M 0.13%
+7,471
186
$1.49M 0.13%
+150,242
187
$1.48M 0.13%
+149,131
188
$1.48M 0.13%
+147,480
189
$1.48M 0.13%
+148,910
190
$1.47M 0.13%
+16,225
191
$1.47M 0.13%
+24,247
192
$1.47M 0.13%
+147,700
193
$1.47M 0.13%
+7,090
194
$1.45M 0.13%
+145,979
195
$1.44M 0.13%
+24,425
196
$1.44M 0.13%
+143,640
197
$1.44M 0.13%
+7,184
198
$1.44M 0.13%
+8,730
199
$1.44M 0.13%
+145,630
200
$1.44M 0.13%
+145,065
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