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
101
$2.04M 0.19%
6,766
-37
102
$2.03M 0.19%
26,589
103
$2.02M 0.19%
10,800
+413
104
$2M 0.19%
199,425
-3,895
105
$1.99M 0.19%
202,765
-7,500
106
$1.96M 0.18%
39,462
+4,979
107
$1.96M 0.18%
8,588
-1,511
108
$1.92M 0.18%
194,800
-31,640
109
$1.92M 0.18%
194,688
-20,028
110
$1.91M 0.18%
14,194
-1,473
111
$1.89M 0.18%
12,388
+698
112
$1.89M 0.18%
193,606
-532
113
$1.89M 0.18%
9,190
-2,131
114
$1.88M 0.17%
58,328
-12,562
115
$1.85M 0.17%
+183,740
116
$1.84M 0.17%
5,589
-194
117
$1.84M 0.17%
7,451
+137
118
$1.83M 0.17%
181,275
-7,296
119
$1.82M 0.17%
14,331
+580
120
$1.81M 0.17%
15,688
-1,124
121
$1.81M 0.17%
19,006
-407
122
$1.8M 0.17%
183,482
-27,210
123
$1.79M 0.17%
179,800
-9,660
124
$1.79M 0.17%
32,936
-3,982
125
$1.79M 0.17%
5,849
-1,315
3 4
5
6 7