SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Return
8.72%
This Quarter Return
+6.48%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.08B
AUM Growth
-$14.8M
(-1.4%)
Cap. Flow
-$59.5M
Cap. Flow
% of AUM
-5.5%
Top 10 Holdings %
Top 10 Hldgs %
22.5%
Holding
927
New
66
Increased
268
Reduced
268
Closed
228
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
+$22.3M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$13.2M |
| 3 |
TWLV
Twelve Seas Investment Company II Class A Common Stock
TWLV
|
+$6.02M |
| 4 |
FSNB
Fusion Acquisition Corp. II
FSNB
|
+$5.12M |
| 5 |
AAC
Ares Acquisition Corporation
AAC
|
+$4.65M |
Sector Composition
| 1 | Financials | 26.13% |
| 2 | Technology | 12.31% |
| 3 | Healthcare | 8.93% |
| 4 | Consumer Discretionary | 4.87% |
| 5 | Consumer Staples | 4.8% |
