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SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Est. Return
8.73%
This Fund
S&P 500
1 Year Est. Return
+8.73%
AUM
$1.31B
AUM Growth
-$51.7M
(-3.8%)
Holding
732
Top Buys
| 1 | +$20.8M | |
| 2 | +$8.39M | |
| 3 | +$8.11M | |
| 4 |
AAM
AA Mission Acquisition Corp
AAM
|
+$7.27M |
| 5 |
VACH
Voyager Acquisition Corp
VACH
|
+$7.09M |
Top Sells
| 1 | +$28.4M | |
| 2 | +$13.7M | |
| 3 | +$13.3M | |
| 4 |
USAR
USA Rare Earth Inc
USAR
|
+$11.2M |
| 5 |
ESHA
ESH Acquisition Corp
ESHA
|
+$10.7M |
Sector Composition
| 1 | Financials | 24.5% |
| 2 | Technology | 16.38% |
| 3 | Healthcare | 7.77% |
| 4 | Consumer Discretionary | 5.46% |
| 5 | Industrials | 5.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Cigna
CI
$78B
| $592K | 0.05% |
2,144
-1,635
|
|
||
352
Open Text
OTEX
$5.38B
| $591K | 0.05% |
20,860
-315
|
|
||
353
Welltower
WELL
$146B
| $587K | 0.05% |
4,658
+115
|
|
||
354
Lennar Class A
LEN
$22.8B
| $586K | 0.04% |
4,440
-1,198
|
|
||
355
Waste Management
WM
$88.9B
| $582K | 0.04% |
2,883
+24
|
|
||
356
Rio Tinto
RIO
$165B
| $581K | 0.04% |
9,880
-122
|
|
||
357
Trade Desk
TTD
$9.35B
| $580K | 0.04% |
4,935
-22
|
|
||
358
Churchill Downs
CHDN
$6.19B
| $578K | 0.04% |
4,331
+20
|
|
||
359
PPL Corp
PPL
$26.9B
| $577K | 0.04% |
+17,764
|
|
||
360
Electronic Arts
EA
$50.8B
| $574K | 0.04% |
3,925
-1,064
|
|
||
361
Chemed
CHE
$5.92B
| $571K | 0.04% |
1,078
+6
|
|
||
362
AB InBev
BUD
$157B
| $566K | 0.04% |
11,302
-1,528
|
|
||
363
TransDigm Group
TDG
$70.3B
| $561K | 0.04% |
443
+93
|
|
||
364
Hilton Worldwide
HLT
$78B
| $559K | 0.04% |
2,262
-185
|
|
||
365
Medtronic
MDT
$105B
| $555K | 0.04% |
6,942
+2,252
|
|
||
366
GE HealthCare
GEHC
$30B
| $550K | 0.04% |
7,041
-412
|
|
||
367
Moody's
MCO
$78.6B
| $549K | 0.04% |
1,160
-37
|
|
||
368
iShares Russell 1000 ETF
IWB
$47.7B
| $548K | 0.04% |
1,700
|
|
||
369
Royal Caribbean
RCL
$75.7B
| $547K | 0.04% |
2,371
-187
|
|
||
370
Williams Companies
WMB
$87.6B
| $547K | 0.04% |
10,100
+967
|
|
||
371
CenterPoint Energy
CNP
$27.7B
| $546K | 0.04% |
17,204
+878
|
|
||
372
Blue Owl Capital
OWL
$6.48B
| $546K | 0.04% |
23,464
-856
|
|
||
373
Motorola Solutions
MSI
$68.7B
| $545K | 0.04% |
1,178
-234
|
|
||
374
Freeport-McMoran
FCX
$92.4B
| $541K | 0.04% |
14,206
+717
|
|
||
375
Cintas
CTAS
$72B
| $538K | 0.04% |
2,945
-244
|
|