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
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13M
3
+$6.1M
4
VAQC
Vector Acquisition Corporation II Class A Ordinary Shares
VAQC
+$2.58M
5
BFAC
Battery Future Acquisition Corp.
BFAC
+$2.41M

Top Sells

1
+$4.23M
2
+$3.88M
3
+$2.4M
4
CAS.U
Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o
CAS.U
+$1.83M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M

Sector Composition

1 Financials 13.65%
2 Technology 9.49%
3 Healthcare 8.61%
4 Consumer Discretionary 4.85%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.1M 0.11%
14,782
-2,645
252
$1.1M 0.11%
109,345
-15,196
253
$1.1M 0.11%
10,281
-1,210
254
$1.1M 0.11%
110,283
-10,395
255
$1.09M 0.11%
109,405
-14,975
256
$1.09M 0.11%
110,221
+59,166
257
$1.09M 0.11%
51,955
+27,282
258
$1.09M 0.11%
14,491
-786
259
$1.08M 0.11%
110,635
-600
260
$1.08M 0.11%
40,104
-31
261
$1.08M 0.11%
+110,217
262
$1.08M 0.11%
+109,422
263
$1.08M 0.1%
111,632
+38,407
264
$1.08M 0.1%
5,415
+561
265
$1.08M 0.1%
66,396
-3,503
266
$1.07M 0.1%
108,780
+510
267
$1.06M 0.1%
20,194
+1,382
268
$1.06M 0.1%
107,630
+652
269
$1.06M 0.1%
108,278
+13,178
270
$1.06M 0.1%
107,742
-3,500
271
$1.06M 0.1%
4,959
-897
272
$1.05M 0.1%
+108,250
273
$1.05M 0.1%
105,890
-7,210
274
$1.05M 0.1%
4,698
+386
275
$1.05M 0.1%
105,436
-1,286
9 10
11
12 13