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

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
151
$1.62M 0.15%
160,650
-2,400
152
$1.61M 0.15%
29,395
+11,476
153
$1.6M 0.15%
5,856
+562
154
$1.59M 0.15%
4,693
-303
155
$1.59M 0.15%
15,064
+857
156
$1.57M 0.15%
160,863
-8,570
157
$1.57M 0.15%
158,500
-6,860
158
$1.55M 0.14%
7,256
+738
159
$1.55M 0.14%
156,615
-5,530
160
$1.53M 0.14%
153,659
-14,001
161
$1.52M 0.14%
155,595
162
$1.52M 0.14%
36,818
-4,053
163
$1.52M 0.14%
7,596
+125
164
$1.51M 0.14%
151,580
+29,580
165
$1.51M 0.14%
150,540
166
$1.51M 0.14%
23,970
+7,790
167
$1.5M 0.14%
152,591
-5,507
168
$1.5M 0.14%
+151,828
169
$1.5M 0.14%
9,622
+46
170
$1.5M 0.14%
733
+4
171
$1.5M 0.14%
149,200
-8,485
172
$1.49M 0.14%
4,895
-6
173
$1.47M 0.14%
10,926
-55
174
$1.46M 0.14%
148,440
-9,490
175
$1.45M 0.14%
27,232
-7,488