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
$1.33B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
RFAIU
RF Acquisition Corp II Unit
RFAIU
+$8.26M

Top Sells

1
+$21.6M
2
+$17.9M
3
+$15.2M
4
USAR
USA Rare Earth Inc
USAR
+$8.68M
5
NETD icon
Nabors Energy Transition Corp II
NETD
+$8.3M

Sector Composition

1 Financials 23.62%
2 Technology 15.39%
3 Healthcare 9.55%
4 Industrials 7.71%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$388K 0.03%
1,235
-2,355
427
$388K 0.03%
2,928
+62
428
$381K 0.03%
2,883
+533
429
$380K 0.03%
674
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430
$375K 0.03%
45,723
+7,893
431
$372K 0.03%
2,890
-128
432
$369K 0.03%
19,835
-4,458
433
$368K 0.03%
2,391
+280
434
$367K 0.03%
1,231
-114
435
$366K 0.03%
3,436
-502
436
$363K 0.03%
2,623
-444
437
$362K 0.03%
11,693
+2,268
438
$361K 0.03%
19,884
-399
439
$361K 0.03%
2,167
-65
440
$361K 0.03%
2,663
-159
441
$361K 0.03%
1,420
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18,827
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443
$360K 0.03%
8,840
444
$357K 0.03%
8,404
-1,134
445
$355K 0.03%
3,966
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446
$353K 0.03%
6,743
-241
447
$348K 0.03%
212
-7
448
$348K 0.03%
5,944
-63
449
$345K 0.03%
4,443
-3,319
450
$343K 0.03%
3,845
+26
16 17
18
19 20