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
426
$321K 0.03%
+22,020
427
$320K 0.03%
38,981
428
$320K 0.03%
2,047
-35
429
$319K 0.03%
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+279
430
$319K 0.03%
8,441
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431
$319K 0.03%
2,138
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432
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23,845
+1,520
433
$318K 0.03%
656
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434
$315K 0.03%
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435
$314K 0.03%
883
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436
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437
$313K 0.03%
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438
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2,588
439
$311K 0.03%
3,337
440
$309K 0.03%
8,416
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441
$307K 0.03%
4,120
-2,481
442
$307K 0.03%
48,964
443
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1,858
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444
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9,886
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445
$303K 0.03%
1,150
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446
$301K 0.03%
3,252
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447
$300K 0.03%
1,050
+216
448
$300K 0.03%
+9,549
449
$299K 0.03%
2,088
+2
450
$298K 0.03%
23,255
+3,008
16 17
18
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