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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.09M 0.08%
11,244
+141
227
$1.08M 0.08%
10,872
-4,029
228
$1.08M 0.08%
4,298
+516
229
$1.08M 0.08%
6,541
+1,390
230
$1.08M 0.08%
4,817
-146
231
$1.07M 0.08%
57,577
-1,386
232
$1.06M 0.08%
13,527
+4,579
233
$1.05M 0.08%
1,838
+903
234
$1.05M 0.08%
7,952
+516
235
$1.04M 0.08%
+104,592
236
$1.03M 0.08%
8,566
+2,786
237
$1.03M 0.08%
10,982
-759
238
$1.03M 0.08%
4,126
+937
239
$1.03M 0.08%
3,590
+1
240
$1.03M 0.08%
8,748
-146
241
$1.02M 0.08%
28,857
+179
242
$1.02M 0.08%
+100,000
243
$1.01M 0.08%
14,968
+2,487
244
$1.01M 0.08%
+5,092
245
$1.01M 0.08%
6,192
+977
246
$1.01M 0.08%
3,704
-163
247
$998K 0.07%
11,567
+2,470
248
$993K 0.07%
37,581
-2,088
249
$981K 0.07%
7,136
+136
250
$979K 0.07%
6,127
-332
8 9
10
11 12