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
201
$1.35M 0.13%
27,213
+5,319
202
$1.35M 0.13%
39,434
-6,468
203
$1.35M 0.13%
137,720
-8,540
204
$1.34M 0.12%
216,446
-2,032
205
$1.34M 0.12%
133,521
-15,610
206
$1.34M 0.12%
4,103
+300
207
$1.33M 0.12%
133,000
208
$1.32M 0.12%
12,373
-162,832
209
$1.31M 0.12%
22,942
+395
210
$1.3M 0.12%
131,259
-4,110
211
$1.3M 0.12%
11,739
+3,261
212
$1.3M 0.12%
4,854
+247
213
$1.29M 0.12%
131,450
-5,770
214
$1.28M 0.12%
129,825
-900
215
$1.28M 0.12%
11,491
+954
216
$1.28M 0.12%
109,465
+73,558
217
$1.27M 0.12%
20,946
-3,356
218
$1.26M 0.12%
15,251
+3,403
219
$1.26M 0.12%
124,380
-11,750
220
$1.25M 0.12%
+124,541
221
$1.25M 0.12%
4,364
+846
222
$1.25M 0.12%
40,135
-18
223
$1.25M 0.12%
6,808
+1,565
224
$1.25M 0.12%
10,550
-2,071
225
$1.25M 0.12%
11,547
-179