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
176
$1.44M 0.13%
145,000
-2,700
177
$1.44M 0.13%
19,662
+2,533
178
$1.44M 0.13%
143,640
179
$1.43M 0.13%
143,790
-3,000
180
$1.42M 0.13%
145,392
-4,850
181
$1.42M 0.13%
+141,910
182
$1.41M 0.13%
23,515
-732
183
$1.41M 0.13%
138,540
-7,230
184
$1.4M 0.13%
141,663
-3,402
185
$1.4M 0.13%
140,100
-7,380
186
$1.39M 0.13%
139,770
187
$1.39M 0.13%
23,078
+312
188
$1.39M 0.13%
141,940
-6,970
189
$1.38M 0.13%
+138,810
190
$1.38M 0.13%
15,277
+1,254
191
$1.37M 0.13%
139,053
-13,095
192
$1.37M 0.13%
2,852
+96
193
$1.37M 0.13%
17,427
+1,945
194
$1.37M 0.13%
26,441
+2,016
195
$1.37M 0.13%
22,066
+3,908
196
$1.37M 0.13%
69,899
-21,171
197
$1.37M 0.13%
138,850
-6,780
198
$1.36M 0.13%
+139,113
199
$1.36M 0.13%
138,458
+26,088
200
$1.35M 0.13%
+134,820
6 7
8
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