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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
$1.08B
AUM Growth
-$14.8M
(-1.4%)
Holding
927
Top Buys
| 1 | +$16.4M | |
| 2 | +$15.6M | |
| 3 | +$13.5M | |
| 4 |
PTHRU
Pono Capital Three, Inc. Unit
PTHRU
|
+$11.5M |
| 5 |
CPAA
Conyers Park III Acquisition Corp. Class A Common Stock
CPAA
|
+$10.6M |
Top Sells
| 1 | +$22.2M | |
| 2 | +$13.1M | |
| 3 | +$6.02M | |
| 4 |
FSNB
Fusion Acquisition Corp. II
FSNB
|
+$5.12M |
| 5 |
AAC
Ares Acquisition Corporation
AAC
|
+$4.65M |
Sector Composition
| 1 | Financials | 26.08% |
| 2 | Technology | 12.36% |
| 3 | Healthcare | 8.93% |
| 4 | Consumer Discretionary | 4.87% |
| 5 | Consumer Staples | 4.8% |