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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.22M 0.11%
23,436
-2,846
227
$1.22M 0.11%
6,123
+1,016
228
$1.22M 0.11%
182,259
-20,722
229
$1.21M 0.11%
64,912
-705
230
$1.2M 0.11%
45,349
+3,931
231
$1.2M 0.11%
120,275
+18,200
232
$1.2M 0.11%
24,010
-6,135
233
$1.19M 0.11%
8,481
+1,840
234
$1.19M 0.11%
3,541
+174
235
$1.19M 0.11%
17,582
+1,598
236
$1.19M 0.11%
117,100
+27,100
237
$1.19M 0.11%
34,044
+91
238
$1.18M 0.11%
138,025
239
$1.18M 0.11%
25,468
-92
240
$1.18M 0.11%
20,158
-2,305
241
$1.17M 0.11%
11,371
+842
242
$1.17M 0.11%
5,637
-106
243
$1.17M 0.11%
115,609
-7,000
244
$1.16M 0.11%
33,097
+25,680
245
$1.16M 0.11%
41,755
+1,922
246
$1.15M 0.11%
+116,000
247
$1.15M 0.11%
4,343
+208
248
$1.15M 0.11%
+114,400
249
$1.15M 0.11%
111,352
250
$1.14M 0.1%
11,514
+2,495
8 9
10
11 12