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
$1.07B
AUM Growth
-$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,007
New
Increased
Reduced
Closed

Top Buys

1 +$9.33M
2 +$6.93M
3 +$5.11M
4
FOXO
FOXO TECHNOLOGIES INC A
FOXO
+$4.23M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$3.72M

Sector Composition

1 Financials 11.25%
2 Technology 11.11%
3 Healthcare 9.15%
4 Consumer Discretionary 5.71%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$940K 0.09%
92,190
-3,100
327
$940K 0.09%
93,855
-8,150
328
$940K 0.09%
95,100
329
$938K 0.09%
8,580
+1,587
330
$937K 0.09%
95,300
-2,000
331
$932K 0.09%
94,483
-2,873
332
$928K 0.09%
7,748
-982
333
$924K 0.09%
93,379
-4,430
334
$924K 0.09%
91,738
-8,500
335
$917K 0.09%
91,743
-950
336
$916K 0.09%
93,780
-1,220
337
$909K 0.08%
5,604
+76
338
$908K 0.08%
22,953
+85
339
$899K 0.08%
+90,870
340
$898K 0.08%
16,164
+1,270
341
$898K 0.08%
89,875
342
$897K 0.08%
91,180
-4,781
343
$893K 0.08%
17,523
-2,494
344
$893K 0.08%
89,788
-18,800
345
$891K 0.08%
90,945
-1,902
346
$888K 0.08%
90,357
-3,492
347
$883K 0.08%
88,477
348
$882K 0.08%
89,600
-6,100
349
$873K 0.08%
88,650
350
$871K 0.08%
3,701
+220