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
251
$842K 0.08%
8,877
+44
252
$819K 0.08%
39,350
+611
253
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11,336
+2,274
254
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3,589
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255
$812K 0.08%
2,661
-146
256
$808K 0.08%
982
-25
257
$800K 0.08%
21,632
-891
258
$797K 0.08%
21,750
-600
259
$797K 0.08%
9,354
-38
260
$792K 0.08%
3,999
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261
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6,967
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262
$779K 0.08%
1,985
+1
263
$777K 0.08%
119,530
-18,398
264
$774K 0.08%
7,039
+1,015
265
$773K 0.07%
5,349
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266
$761K 0.07%
5,423
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267
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18,785
-5,467
268
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11,674
+1,237
269
$755K 0.07%
4,970
+1,622
270
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8,292
-595
271
$748K 0.07%
9,223
-1,444
272
$737K 0.07%
27,808
+3,057
273
$732K 0.07%
13,930
-62
274
$729K 0.07%
3,166
-82
275
$716K 0.07%
72,708
+2,019
9 10
11
12 13