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
276
$1.05M 0.1%
12,720
-1,714
277
$1.03M 0.1%
106,737
-3,956
278
$1.03M 0.1%
13,200
+2,597
279
$1.01M 0.1%
14,478
-1,210
280
$1.01M 0.1%
103,043
+2,000
281
$1.01M 0.1%
2,987
+100
282
$1M 0.1%
102,933
-7,760
283
$1M 0.1%
18,006
+1,842
284
$1M 0.1%
99,720
-450
285
$998K 0.1%
26,653
-12,809
286
$993K 0.1%
10,372
-178
287
$992K 0.1%
98,870
-13,250
288
$988K 0.1%
83,966
-4,221
289
$984K 0.1%
129,578
+25,606
290
$983K 0.1%
98,940
-10,000
291
$979K 0.1%
98,100
-200
292
$977K 0.1%
20,120
-3,850
293
$971K 0.09%
98,360
-1,350
294
$962K 0.09%
12,575
+3,995
295
$961K 0.09%
3,775
+653
296
$961K 0.09%
2,533
+137
297
$959K 0.09%
98,822
298
$957K 0.09%
97,520
-3,000
299
$949K 0.09%
11,227
+3
300
$943K 0.09%
94,850
-2,250
10 11
12
13 14