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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
$1.03B
AUM Growth
-$47.3M
(-4.4%)
Holding
1,059
Top Buys
| 1 | +$25.2M | |
| 2 | +$13.7M | |
| 3 | +$6.14M | |
| 4 |
VAQC
Vector Acquisition Corporation II Class A Ordinary Shares
VAQC
|
+$2.58M |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$2.41M |
Top Sells
| 1 | +$4.23M | |
| 2 | +$3.88M | |
| 3 | +$2.62M | |
| 4 |
CAS.U
Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o
CAS.U
|
+$1.83M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.81M |
Sector Composition
| 1 | Financials | 13.65% |
| 2 | Technology | 9.49% |
| 3 | Healthcare | 8.61% |
| 4 | Consumer Discretionary | 4.85% |
| 5 | Industrials | 4.84% |