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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$450K 0.03%
1,553
+245
402
$450K 0.03%
2,704
+216
403
$449K 0.03%
7,182
-1,184
404
$449K 0.03%
1,721
-23
405
$442K 0.03%
52,058
+5,873
406
$437K 0.03%
+1,518
407
$436K 0.03%
3,518
+1,337
408
$436K 0.03%
24,293
+6,560
409
$435K 0.03%
20,283
+4,536
410
$429K 0.03%
11,565
+262
411
$428K 0.03%
11,130
412
$428K 0.03%
38,923
-749
413
$427K 0.03%
+13,070
414
$425K 0.03%
3,235
415
$425K 0.03%
2,481
+181
416
$425K 0.03%
3,987
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417
$422K 0.03%
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418
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419
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2,368
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420
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6,984
-18
421
$410K 0.03%
142,610
+14,200
422
$409K 0.03%
12,627
-877
423
$409K 0.03%
2,137
+55
424
$409K 0.03%
6,584
+471
425
$409K 0.03%
4,742
+149
15 16
17
18 19