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

Top Sells

1
+$17.4M
2
+$7.58M
3
+$5.01M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$4.55M
5
DWIN.U
Delwinds Insurance Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-half of one redeemable warrant
DWIN.U
+$4.39M

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
51
$3.27M 0.3%
334,050
-3,350
52
$3.24M 0.3%
15,257
+523
53
$3.24M 0.3%
321,430
-3,940
54
$3.23M 0.3%
15,089
-710
55
$3.06M 0.28%
18,775
-1,564
56
$3.03M 0.28%
73,485
-12,406
57
$2.92M 0.27%
295,100
+257,847
58
$2.92M 0.27%
20,897
-92
59
$2.89M 0.27%
15,721
+21
60
$2.76M 0.26%
14,966
-421
61
$2.75M 0.26%
17,664
62
$2.69M 0.25%
272,391
-8,770
63
$2.69M 0.25%
7,491
+1,824
64
$2.64M 0.25%
26,057
-1,634
65
$2.63M 0.24%
30,250
-1,120
66
$2.63M 0.24%
267,540
-7,220
67
$2.62M 0.24%
6,998
+1,368
68
$2.6M 0.24%
30,681
-288
69
$2.54M 0.24%
54,162
+7,389
70
$2.52M 0.23%
255,800
-6,700
71
$2.51M 0.23%
256,941
-800
72
$2.5M 0.23%
18,214
+2,147
73
$2.5M 0.23%
8,339
-929
74
$2.49M 0.23%
+254,053
75
$2.49M 0.23%
28,384
+379
1 2
3
4 5