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SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.39M
3
+$8.11M
4
AAM
AA Mission Acquisition Corp
AAM
+$7.27M
5
VACH
Voyager Acquisition Corp
VACH
+$7.09M

Top Sells

1
+$28.4M
2
+$13.7M
3
+$13.3M
4
USAR
USA Rare Earth Inc
USAR
+$11.2M
5
ESHA
ESH Acquisition Corp
ESHA
+$10.7M

Sector Composition

1 Financials 24.5%
2 Technology 16.38%
3 Healthcare 7.77%
4 Consumer Discretionary 5.46%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CX icon
276
Cemex
CX
$17.4B
$838K 0.06%
148,644
+24,199
IJR icon
277
iShares Core S&P Small-Cap ETF
IJR
$105B
$830K 0.06%
7,204
-6,328
PSP icon
278
Invesco Global Listed Private Equity ETF
PSP
$257M
$828K 0.06%
12,407
+2,645
IT icon
279
Gartner
IT
$10.5B
$822K 0.06%
1,696
-591
PHM icon
280
Pultegroup
PHM
$23.4B
$816K 0.06%
7,495
-1,223
IWF icon
281
iShares Russell 1000 Growth ETF
IWF
$126B
$813K 0.06%
8,100
VB icon
282
Vanguard Small-Cap ETF
VB
$78.2B
$802K 0.06%
3,336
+831
EQIX icon
283
Equinix
EQIX
$105B
$793K 0.06%
841
-4
USFD icon
284
US Foods
USFD
$19.7B
$786K 0.06%
11,651
-395
FTNT icon
285
Fortinet
FTNT
$101B
$774K 0.06%
8,188
-514
IWO icon
286
iShares Russell 2000 Growth ETF
IWO
$14.3B
$767K 0.06%
2,664
+1,937
STM icon
287
STMicroelectronics
STM
$65.2B
$758K 0.06%
+30,368
FND icon
288
Floor & Decor
FND
$5.38B
$758K 0.06%
7,605
+137
TM icon
289
Toyota
TM
$229B
$757K 0.06%
3,892
-358
IGSB icon
290
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$754K 0.06%
14,594
-1,420
ORLY icon
291
O'Reilly Automotive
ORLY
$74.2B
$752K 0.06%
9,510
-810
UBER icon
292
Uber
UBER
$143B
$752K 0.06%
12,460
-11,202
AMP icon
293
Ameriprise Financial
AMP
$40.4B
$747K 0.06%
1,402
-49
LRCX icon
294
Lam Research
LRCX
$409B
$742K 0.06%
10,277
-1,153
CPRT icon
295
Copart
CPRT
$29B
$740K 0.06%
12,895
+15
EIPI
296
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.06B
$740K 0.06%
37,958
-541
HBAN icon
297
Huntington Bancshares
HBAN
$34.1B
$735K 0.06%
45,190
-12,897
E icon
298
ENI
E
$78.6B
$735K 0.06%
26,856
-3,632
CBOE icon
299
Cboe Global Markets
CBOE
$30.4B
$735K 0.06%
3,759
-4
BN icon
300
Brookfield
BN
$102B
$733K 0.06%
19,140
-746
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