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
401
$484K 0.04%
3,773
402
$482K 0.04%
10,615
-219
403
$480K 0.04%
16,326
+4,633
404
$480K 0.04%
4,047
+386
405
$478K 0.04%
3,143
+553
406
$477K 0.04%
4,997
+264
407
$473K 0.03%
1,903
-71
408
$471K 0.03%
24,320
+11,284
409
$470K 0.03%
8,070
+150
410
$469K 0.03%
45,644
-79
411
$469K 0.03%
3,114
-1,759
412
$468K 0.03%
21,263
+2,436
413
$468K 0.03%
19,939
-14,943
414
$465K 0.03%
7,537
+143
415
$464K 0.03%
29,230
+1,055
416
$464K 0.03%
1,909
-800
417
$460K 0.03%
+46,180
418
$459K 0.03%
12,852
+298
419
$459K 0.03%
869
+166
420
$454K 0.03%
2,558
-129
421
$453K 0.03%
162,476
+44,710
422
$451K 0.03%
13,070
423
$447K 0.03%
6,183
+239
424
$447K 0.03%
35,365
+220
425
$444K 0.03%
2,114
+10
15 16
17
18 19