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
$1.01B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$7.13M
3
+$5.56M
4
DMYY.U
dMY Squared Technology Group Units
DMYY.U
+$5.17M
5
PTWOU
Pono Capital Two, Inc. Unit
PTWOU
+$4.01M

Top Sells

1
+$9.04M
2
+$8.66M
3
+$6.64M
4
RC
Ready Capital
RC
+$5.04M
5
ISLE
Isleworth Healthcare Acquisition Corporation Common stock
ISLE
+$4.11M

Sector Composition

1 Financials 14.97%
2 Technology 8.99%
3 Healthcare 8.04%
4 Industrials 5.22%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$700K 0.07%
69,860
402
$698K 0.07%
69,000
403
$697K 0.07%
6,336
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404
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405
$696K 0.07%
71,000
406
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9,046
+3,403
407
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69,613
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408
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409
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1,495
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410
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68,079
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411
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68,017
412
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66,687
413
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960
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414
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66,643
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415
$659K 0.06%
65,658
416
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400
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417
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66,657
418
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419
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65,400
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420
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64,380
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421
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65,920
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422
$653K 0.06%
65,800
423
$652K 0.06%
4,750
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424
$652K 0.06%
65,705
425
$650K 0.06%
5,791
-574
15 16
17
18 19