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
76
$2.48M 0.23%
5,972
-85
77
$2.48M 0.23%
21,090
+1,499
78
$2.47M 0.23%
176,903
+11,597
79
$2.47M 0.23%
247,098
-11,714
80
$2.44M 0.23%
42,529
-456
81
$2.44M 0.23%
248,044
+32,252
82
$2.43M 0.23%
24,333
+778
83
$2.42M 0.22%
246,129
-7,670
84
$2.4M 0.22%
12,750
-4,402
85
$2.4M 0.22%
4,312
+848
86
$2.38M 0.22%
29,674
-5,598
87
$2.35M 0.22%
19,739
-1,836
88
$2.27M 0.21%
230,358
-4,351
89
$2.26M 0.21%
29,039
-3,150
90
$2.24M 0.21%
37,027
-4,846
91
$2.23M 0.21%
10,502
-2,014
92
$2.21M 0.21%
223,455
-6,799
93
$2.21M 0.21%
224,690
-31,800
94
$2.19M 0.2%
23,296
-1,257
95
$2.13M 0.2%
139,788
-1,544
96
$2.13M 0.2%
9,912
+32
97
$2.12M 0.2%
13,136
+332
98
$2.12M 0.2%
147,692
+99,840
99
$2.09M 0.19%
3,534
-120
100
$2.06M 0.19%
207,148
2 3
4
5 6