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
$1.21B
AUM Growth
-$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1 +$8.48M
2 +$7.7M
3 +$7.47M
4
TAVI
Tavia Acquisition Corp
TAVI
+$6.38M
5
ACI icon
Albertsons Companies
ACI
+$6.16M

Sector Composition

1 Financials 28.47%
2 Technology 11.73%
3 Healthcare 7.84%
4 Industrials 7.04%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMT icon
401
American Tower
AMT
$84.4B
$438K 0.04%
2,012
+149
URI icon
402
United Rentals
URI
$51.6B
$437K 0.04%
698
-65
PLTR icon
403
Palantir
PLTR
$437B
$428K 0.04%
+5,075
MDLZ icon
404
Mondelez International
MDLZ
$70B
$428K 0.04%
6,304
-330
NOC icon
405
Northrop Grumman
NOC
$82.2B
$425K 0.04%
830
+140
FCX icon
406
Freeport-McMoran
FCX
$68.2B
$423K 0.03%
11,171
-3,035
ANET icon
407
Arista Networks
ANET
$159B
$423K 0.03%
5,455
-823
IAU icon
408
iShares Gold Trust
IAU
$67.3B
$419K 0.03%
7,112
DES icon
409
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
$418K 0.03%
13,070
SMFG icon
410
Sumitomo Mitsui Financial
SMFG
$126B
$411K 0.03%
26,563
-8,540
FTV icon
411
Fortive
FTV
$17.6B
$406K 0.03%
7,361
-1,206
BHP icon
412
BHP
BHP
$150B
$405K 0.03%
8,346
-4,439
CVS icon
413
CVS Health
CVS
$101B
$403K 0.03%
5,945
+336
HES
414
DELISTED
Hess
HES
$401K 0.03%
2,508
-307
AN icon
415
AutoNation
AN
$7.53B
$400K 0.03%
2,470
-3
PLNT icon
416
Planet Fitness
PLNT
$9.12B
$396K 0.03%
+4,097
HUBG icon
417
HUB Group
HUBG
$2.64B
$395K 0.03%
10,632
+26
CNH
418
CNH Industrial
CNH
$11.9B
$395K 0.03%
32,132
-1,458
YUM icon
419
Yum! Brands
YUM
$42.7B
$393K 0.03%
2,500
-302
SHW icon
420
Sherwin-Williams
SHW
$81.4B
$389K 0.03%
1,115
-79
SPOT icon
421
Spotify
SPOT
$119B
$386K 0.03%
+701
OGN icon
422
Organon & Co
OGN
$1.83B
$384K 0.03%
25,791
+190
MCHP icon
423
Microchip Technology
MCHP
$36.3B
$381K 0.03%
7,878
+812
ENB icon
424
Enbridge
ENB
$104B
$381K 0.03%
8,606
-1,360
MAR icon
425
Marriott International
MAR
$82.8B
$380K 0.03%
1,597
-261