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
$1.03B
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$5.72M
4
HYAC icon
Haymaker Acquisition Corp 4
HYAC
+$5.23M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$4.51M

Top Sells

1
+$17M
2
+$10.3M
3
+$8.31M
4
PLMJ
Plum Acquisition Corp. III Class A Ordinary Shares
PLMJ
+$6.89M
5
CNDA
Concord Acquisition Corp II
CNDA
+$6.18M

Sector Composition

1 Financials 22.22%
2 Technology 13.86%
3 Healthcare 9.98%
4 Industrials 7.7%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$982K 0.1%
6,318
-324
227
$972K 0.09%
16,965
-5,034
228
$965K 0.09%
10,930
+2,026
229
$961K 0.09%
5,262
-70
230
$958K 0.09%
2,484
+206
231
$939K 0.09%
8,457
+366
232
$937K 0.09%
3,999
-5
233
$927K 0.09%
2,697
-57
234
$912K 0.09%
9,905
+1,811
235
$902K 0.09%
7,993
+1,645
236
$902K 0.09%
14,634
-8,918
237
$902K 0.09%
4,470
-35
238
$896K 0.09%
77,983
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239
$890K 0.09%
97,399
-3,089
240
$889K 0.09%
38,466
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241
$882K 0.09%
5,527
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242
$878K 0.09%
12,963
-473
243
$877K 0.09%
9,705
-28
244
$867K 0.08%
25,226
+442
245
$866K 0.08%
82,375
-21,857
246
$862K 0.08%
9,155
247
$858K 0.08%
15,083
+1,962
248
$845K 0.08%
3,934
+1
249
$844K 0.08%
4,436
+36
250
$843K 0.08%
4,398
-370
8 9
10
11 12