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
$1.36B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$10.9M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.16M
5
GRAF
Graf Global Corp
GRAF
+$7.83M

Top Sells

1
+$16.2M
2
+$16.1M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$9.11M

Sector Composition

1 Financials 26.38%
2 Technology 15.54%
3 Healthcare 8.75%
4 Industrials 7.71%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.08%
472,324
+326,428
227
$1.14M 0.08%
4,481
-113
228
$1.13M 0.08%
13,527
229
$1.12M 0.08%
104,213
-6,498
230
$1.12M 0.08%
109,951
-202
231
$1.12M 0.08%
1,177
+152
232
$1.12M 0.08%
14,175
-288
233
$1.11M 0.08%
3,346
-69
234
$1.1M 0.08%
35,236
-746
235
$1.1M 0.08%
20,766
-44,100
236
$1.1M 0.08%
2,357
+615
237
$1.09M 0.08%
21,291
-531
238
$1.08M 0.08%
2,142
+80
239
$1.07M 0.08%
120,402
+38,578
240
$1.07M 0.08%
3,913
-44
241
$1.07M 0.08%
5,863
-422
242
$1.06M 0.08%
18,470
+1,570
243
$1.06M 0.08%
4,709
-14
244
$1.06M 0.08%
3,754
-2,196
245
$1.06M 0.08%
5,876
-374
246
$1.04M 0.08%
26,605
+2,979
247
$1.03M 0.08%
+103,270
248
$1.03M 0.08%
100,460
-26,084
249
$1.02M 0.08%
5,638
+2,066
250
$1.02M 0.08%
972
-4
8 9
10
11 12