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
776
$242K 0.02%
2,881
-140
777
$242K 0.02%
+24,450
778
$241K 0.02%
2,742
+172
779
$241K 0.02%
2,192
+32
780
$240K 0.02%
882
+12
781
$240K 0.02%
2,752
-138
782
$238K 0.02%
5,911
-323
783
$238K 0.02%
23,600
-11,500
784
$238K 0.02%
24,164
785
$236K 0.02%
828
-30
786
$235K 0.02%
23,150
-5,000
787
$233K 0.02%
1,164
-265
788
$233K 0.02%
1,541
-113
789
$232K 0.02%
+2,413
790
$232K 0.02%
6,132
+523
791
$231K 0.02%
826
+11
792
$231K 0.02%
5,792
+188
793
$229K 0.02%
2,180
+68
794
$229K 0.02%
5,451
-46
795
$229K 0.02%
1,591
+45
796
$228K 0.02%
7,167
+185
797
$228K 0.02%
+23,000
798
$228K 0.02%
+23,200
799
$227K 0.02%
+3,150
800
$227K 0.02%
+2,127
30 31
32
33 34