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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
$1.33B
AUM Growth
-$8.95M
(-0.67%)
Holding
710
Top Buys
| 1 | +$16.2M | |
| 2 | +$15.8M | |
| 3 | +$15.4M | |
| 4 |
CUBWU
Lionheart Holdings Unit
CUBWU
|
+$11.6M |
| 5 |
RFAIU
RF Acquisition Corp II Unit
RFAIU
|
+$8.27M |
Top Sells
| 1 | +$21.6M | |
| 2 | +$17.9M | |
| 3 | +$15.2M | |
| 4 |
USAR
USA Rare Earth Inc
USAR
|
+$8.63M |
| 5 |
NETD
Nabors Energy Transition Corp II
NETD
|
+$8.29M |
Sector Composition
| 1 | Financials | 23.62% |
| 2 | Technology | 18.33% |
| 3 | Healthcare | 9.55% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Industrials | 4.77% |