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
301
$779K 0.06%
6,247
+820
302
$773K 0.06%
1,988
-858
303
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3,763
-55
304
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6,356
-2,048
305
$764K 0.06%
6,950
-2,446
306
$762K 0.06%
8,363
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307
$760K 0.06%
2,025
308
$759K 0.06%
124,445
+13,765
309
$759K 0.06%
4,250
+79
310
$750K 0.06%
845
+27
311
$750K 0.06%
1,443
+34
312
$745K 0.05%
38,499
313
$741K 0.05%
4,545
-300
314
$741K 0.05%
177,232
+130,757
315
$741K 0.05%
12,046
-1,250
316
$737K 0.05%
+14,488
317
$716K 0.05%
4,989
-109
318
$712K 0.05%
10,002
+214
319
$707K 0.05%
11,242
-863
320
$705K 0.05%
13,257
-2,210
321
$705K 0.05%
+21,175
322
$703K 0.05%
24,281
+372
323
$702K 0.05%
216,776
+70,830
324
$702K 0.05%
31,508
+11,673
325
$701K 0.05%
9,307
+1,163
11 12
13
14 15