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
376
$556K 0.04%
14,236
-284
377
$556K 0.04%
4,684
-378
378
$551K 0.04%
3,725
-168
379
$544K 0.04%
4,957
+2,130
380
$543K 0.04%
3,261
-2,488
381
$542K 0.04%
11,325
382
$541K 0.04%
5,477
-50
383
$540K 0.04%
23,337
+3,453
384
$538K 0.04%
2,376
-1,962
385
$537K 0.04%
6,799
+1,325
386
$534K 0.04%
1,700
+182
387
$533K 0.04%
4,766
-535
388
$530K 0.04%
10,033
+4
389
$529K 0.04%
2,500
390
$526K 0.04%
1,765
-443
391
$519K 0.04%
31,701
+4,208
392
$514K 0.04%
14,384
-4,526
393
$512K 0.04%
11,323
+60
394
$501K 0.04%
12,333
395
$499K 0.04%
350
+21
396
$499K 0.04%
6,752
-102
397
$497K 0.04%
1,303
+72
398
$495K 0.04%
25,867
+75
399
$493K 0.04%
5,874
-54
400
$488K 0.04%
3,014
-579
14 15
16
17 18