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
851
$177K 0.02%
+17,500
852
$170K 0.02%
16,900
853
$170K 0.02%
16,570
854
$168K 0.02%
+17,307
855
$162K 0.02%
16,404
-600
856
$161K 0.02%
16,073
-3,956
857
$159K 0.01%
10,000
-15,000
858
$157K 0.01%
15,900
859
$156K 0.01%
15,570
-5,610
860
$152K 0.01%
+10,632
861
$151K 0.01%
15,000
-4,000
862
$150K 0.01%
15,000
-3,500
863
$145K 0.01%
14,810
864
$145K 0.01%
14,600
-1,500
865
$142K 0.01%
26,034
-2,998
866
$140K 0.01%
14,217
867
$137K 0.01%
+14,000
868
$136K 0.01%
+13,842
869
$134K 0.01%
12,163
+984
870
$133K 0.01%
+13,370
871
$132K 0.01%
13,400
872
$131K 0.01%
+11,585
873
$131K 0.01%
13,000
874
$129K 0.01%
33,408
+3,054
875
$129K 0.01%
+12,800
33 34
35
36 37