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
251
$1.14M 0.1%
18,578
+219
252
$1.14M 0.1%
112,865
-1,100
253
$1.13M 0.1%
24,912
-6,244
254
$1.13M 0.1%
110,210
+38,620
255
$1.12M 0.1%
4,558
-107
256
$1.12M 0.1%
113,380
257
$1.11M 0.1%
109,710
-9,110
258
$1.11M 0.1%
109,085
+20,585
259
$1.1M 0.1%
31,176
-1,028
260
$1.1M 0.1%
111,399
261
$1.1M 0.1%
546
+146
262
$1.1M 0.1%
107,500
-39,440
263
$1.1M 0.1%
107,422
-2,000
264
$1.09M 0.1%
2,849
+340
265
$1.09M 0.1%
106,744
+51,700
266
$1.09M 0.1%
139,253
-5,518
267
$1.08M 0.1%
+107,500
268
$1.07M 0.1%
4,422
-2
269
$1.06M 0.1%
14,283
-3,658
270
$1.05M 0.1%
13,747
+3,031
271
$1.05M 0.1%
21,299
+6,101
272
$1.05M 0.1%
102,390
-3,500
273
$1.05M 0.1%
105,680
+640
274
$1.04M 0.09%
100,904
-6,441
275
$1.04M 0.09%
36,139
-131
9 10
11
12 13