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
1
$29.2M 2.63%
+164,249
2
$26.4M 2.38%
+179,491
3
$24.6M 2.22%
+387,309
4
$23.2M 2.1%
+72,426
5
$20M 1.8%
+175,205
6
$17.4M 1.57%
+51,741
7
$15.6M 1.41%
+93,860
8
$13M 1.17%
+89,600
9
$12.7M 1.15%
+166,328
10
$11.3M 1.02%
+62,037
11
$11.2M 1.01%
+33,433
12
$10.3M 0.93%
+44,908
13
$9.08M 0.82%
+78,106
14
$9.05M 0.82%
+70,089
15
$8.7M 0.78%
+61,843
16
$8.28M 0.75%
+16,496
17
$7.58M 0.68%
+754,666
18
$7.53M 0.68%
+760,449
19
$7.1M 0.64%
+241,320
20
$6.72M 0.61%
+676,674
21
$6.45M 0.58%
+40,708
22
$6.3M 0.57%
+21,089
23
$5.92M 0.53%
+43,761
24
$5.89M 0.53%
+27,194
25
$5.86M 0.53%
+114,676
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