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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
$1.07B
AUM Growth
-$32M
(-2.9%)
Holding
1,008
Top Buys
| 1 | +$9.31M | |
| 2 | +$6.91M | |
| 3 | +$5.1M | |
| 4 |
FOXO
FOXO TECHNOLOGIES INC A
FOXO
|
+$4.22M |
| 5 |
iShares Global Infrastructure ETF
IGF
|
+$3.5M |
Top Sells
| 1 | +$17.9M | |
| 2 | +$7.58M | |
| 3 | +$5.01M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$4.68M |
| 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% |