SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Est. Return
8.72%
1 Year Est. Return
+8.72%
AUM
$1.07B
AUM Growth
-$32M
(-2.9%)
Holding
1,007
Top Buys
| 1 | +$9.33M | |
| 2 | +$6.93M | |
| 3 | +$5.11M | |
| 4 |
FOXO
FOXO TECHNOLOGIES INC A
FOXO
|
+$4.23M |
| 5 |
iShares Global Infrastructure ETF
IGF
|
+$3.72M |
Top Sells
| 1 | +$17.4M | |
| 2 | +$7.58M | |
| 3 | +$5.01M | |
| 4 |
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% |