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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$676K 0.05%
1,541
+3
327
$672K 0.05%
9,602
-1,350
328
$668K 0.05%
+4,124
329
$658K 0.05%
8,209
+30
330
$658K 0.05%
12,189
+895
331
$657K 0.05%
15,698
+168
332
$653K 0.05%
46,801
+17,164
333
$648K 0.05%
7,133
+53
334
$645K 0.05%
4,921
+705
335
$644K 0.05%
4,819
-154
336
$640K 0.05%
3,002
+33
337
$634K 0.05%
1
338
$623K 0.05%
8,588
-308
339
$620K 0.05%
9,077
-56
340
$620K 0.05%
13,184
-401
341
$612K 0.05%
+4,885
342
$608K 0.05%
1,085
+78
343
$607K 0.05%
4,944
-850
344
$607K 0.05%
3,938
-979
345
$603K 0.05%
+58,687
346
$602K 0.05%
7,787
+1,039
347
$601K 0.05%
4,637
+180
348
$597K 0.04%
2,253
349
$587K 0.04%
4,236
+46
350
$573K 0.04%
7,884
+2,714
12 13
14
15 16