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
351
$630K 0.05%
4,693
-1,321
352
$625K 0.05%
3,226
-3,323
353
$624K 0.05%
7,438
+166
354
$619K 0.05%
36,976
-8,263
355
$617K 0.05%
1,695
+66
356
$610K 0.04%
3,836
-9,937
357
$608K 0.04%
13,717
+35
358
$608K 0.04%
1,496
+31
359
$603K 0.04%
1,928
+149
360
$601K 0.04%
2,586
+178
361
$601K 0.04%
4,962
+180
362
$598K 0.04%
11,779
-5,373
363
$594K 0.04%
2,505
+394
364
$594K 0.04%
2,859
-210
365
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6,672
-1,076
366
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4,481
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367
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7,931
-366
368
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5,719
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369
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4,311
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370
$582K 0.04%
2,222
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371
$582K 0.04%
4,543
-393
372
$568K 0.04%
1,197
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373
$564K 0.04%
2,447
+129
374
$562K 0.04%
2,401
+175
375
$558K 0.04%
16,690
+3,175
13 14
15
16 17