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
251
$1.01M 0.07%
6,295
-951
252
$1.01M 0.07%
4,513
+75
253
$1.01M 0.07%
12,003
+289
254
$981K 0.07%
29,548
+875
255
$965K 0.07%
32,658
-269
256
$963K 0.07%
26,073
+567
257
$957K 0.07%
6,822
+4,456
258
$957K 0.07%
32,046
-6,925
259
$953K 0.07%
7,873
-878
260
$947K 0.07%
71,815
+6,618
261
$937K 0.07%
11,295
-1,160
262
$937K 0.07%
29,517
-420
263
$933K 0.07%
11,430
-2,790
264
$932K 0.07%
81,195
-3,459
265
$929K 0.07%
3,476
-77
266
$929K 0.07%
5,387
+806
267
$927K 0.07%
7,468
+2,827
268
$924K 0.07%
30,488
+625
269
$913K 0.07%
1,128
+17
270
$904K 0.07%
10,860
+1,353
271
$897K 0.07%
4,854
-245
272
$893K 0.07%
46,230
+3,700
273
$892K 0.07%
1,768
-13
274
$884K 0.07%
48,702
+453
275
$883K 0.07%
1,141
+18
9 10
11
12 13