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
$1.03B
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$5.72M
4
HYAC icon
Haymaker Acquisition Corp 4
HYAC
+$5.23M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$4.51M

Top Sells

1
+$17M
2
+$10.3M
3
+$8.31M
4
PLMJ
Plum Acquisition Corp. III Class A Ordinary Shares
PLMJ
+$6.89M
5
CNDA
Concord Acquisition Corp II
CNDA
+$6.18M

Sector Composition

1 Financials 22.22%
2 Technology 13.86%
3 Healthcare 9.98%
4 Industrials 7.7%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$371K 0.04%
7,491
-2,817
402
$369K 0.04%
4,599
-79
403
$369K 0.04%
5,584
-177
404
$369K 0.04%
5,762
-3,811
405
$367K 0.04%
3,969
-105
406
$365K 0.04%
21,322
+5,437
407
$364K 0.04%
1,854
+156
408
$363K 0.04%
4,187
-355
409
$362K 0.04%
822
-48
410
$360K 0.03%
6,791
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411
$359K 0.03%
3,322
+400
412
$358K 0.03%
2,195
-4
413
$355K 0.03%
6,469
+331
414
$355K 0.03%
5,076
-302
415
$354K 0.03%
11,130
+4,650
416
$353K 0.03%
2,823
-62
417
$352K 0.03%
4,020
-192
418
$344K 0.03%
8,187
-467
419
$341K 0.03%
1,386
-95
420
$340K 0.03%
3,121
+96
421
$337K 0.03%
2,343
+1,147
422
$333K 0.03%
2,131
-54
423
$327K 0.03%
11,251
+4,023
424
$325K 0.03%
2,333
+372
425
$324K 0.03%
134,020
+9,160
15 16
17
18 19