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
201
$1.43M 0.13%
+146,260
202
$1.42M 0.13%
+140,388
203
$1.41M 0.13%
+4,831
204
$1.41M 0.13%
+139,770
205
$1.4M 0.13%
+3,948
206
$1.39M 0.13%
+137,605
207
$1.39M 0.13%
+22,766
208
$1.39M 0.13%
+78,118
209
$1.38M 0.12%
+136,130
210
$1.37M 0.12%
+12,621
211
$1.35M 0.12%
+10,981
212
$1.34M 0.12%
+11,726
213
$1.34M 0.12%
+137,220
214
$1.34M 0.12%
+135,369
215
$1.33M 0.12%
+5,294
216
$1.33M 0.12%
+133,000
217
$1.33M 0.12%
+22,547
218
$1.32M 0.12%
+10,801
219
$1.32M 0.12%
+133,425
220
$1.31M 0.12%
+40,153
221
$1.31M 0.12%
+130,725
222
$1.3M 0.12%
+129,290
223
$1.3M 0.12%
+3,502
224
$1.29M 0.12%
+129,769
225
$1.29M 0.12%
+7,449
7 8
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