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
326
$531K 0.05%
1
327
$530K 0.05%
13,633
+13
328
$530K 0.05%
13,484
329
$527K 0.05%
5,346
-267
330
$526K 0.05%
6,718
-508
331
$526K 0.05%
1,513
+3
332
$524K 0.05%
1,143
+9
333
$521K 0.05%
+50,694
334
$518K 0.05%
1,570
-28
335
$518K 0.05%
48,201
336
$515K 0.05%
2,015
-7
337
$513K 0.05%
18,784
-1,152
338
$504K 0.05%
7,315
+23
339
$502K 0.05%
6,538
+10
340
$502K 0.05%
+2,401
341
$502K 0.05%
16,014
+3,601
342
$500K 0.05%
4,072
-32
343
$499K 0.05%
+10,005
344
$496K 0.05%
7,288
+1,273
345
$495K 0.05%
1,125
+24
346
$491K 0.05%
7,742
-65
347
$485K 0.05%
3,632
-3,602
348
$484K 0.05%
5,196
349
$483K 0.05%
13,707
+6,466
350
$482K 0.05%
2,551
+50
12 13
14
15 16