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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
$1.1B
AUM Growth
+$80.7M
(+7.9%)
Holding
1,076
Top Buys
| 1 | +$21.7M | |
| 2 | +$13.1M | |
| 3 | +$9.92M | |
| 4 |
Apple
AAPL
|
+$7.53M |
| 5 |
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
|
+$7.42M |
Top Sells
| 1 | +$9.44M | |
| 2 | +$7.01M | |
| 3 | +$6.24M | |
| 4 |
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
|
+$6.1M |
| 5 |
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
|
+$5.19M |
Sector Composition
| 1 | Financials | 23.76% |
| 2 | Technology | 10.01% |
| 3 | Healthcare | 9.18% |
| 4 | Industrials | 5.81% |
| 5 | Consumer Discretionary | 4.15% |