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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$703K 0.06%
66,227
-430
402
$701K 0.06%
69,997
403
$692K 0.06%
69,010
+20,900
404
$690K 0.06%
957
-3
405
$686K 0.06%
68,017
406
$685K 0.06%
169,227
+59,568
407
$685K 0.06%
66,300
-2,700
408
$682K 0.06%
67,753
-1,860
409
$681K 0.06%
6,737
+1,076
410
$679K 0.06%
21,806
+13,223
411
$679K 0.06%
+66,765
412
$678K 0.06%
84,801
+479
413
$677K 0.06%
7,913
-3,104
414
$672K 0.06%
220,924
+153,753
415
$669K 0.06%
1,905
-40
416
$669K 0.06%
23,957
+6,271
417
$669K 0.06%
6,700
+4
418
$667K 0.06%
65,170
-500
419
$667K 0.06%
65,800
420
$665K 0.06%
23,950
-1,850
421
$664K 0.06%
3,014
+214
422
$664K 0.06%
43,510
+25,295
423
$652K 0.06%
5,757
+2,046
424
$650K 0.06%
1,191
+35
425
$647K 0.06%
4,027
+173
15 16
17
18 19