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
426
$444K 0.03%
3,285
+622
427
$431K 0.03%
5,037
-77
428
$430K 0.03%
1,586
-253
429
$425K 0.03%
2,870
-20
430
$425K 0.03%
1,130
+4
431
$422K 0.03%
4,690
-851
432
$417K 0.03%
9,133
+729
433
$416K 0.03%
926
+107
434
$416K 0.03%
2,325
+208
435
$414K 0.03%
1,387
-33
436
$408K 0.03%
199
-13
437
$401K 0.03%
3,822
-292
438
$400K 0.03%
1,462
+43
439
$396K 0.03%
2,835
-93
440
$395K 0.03%
2,908
-138
441
$393K 0.03%
40,258
+211
442
$390K 0.03%
6,289
+1,812
443
$385K 0.03%
25,061
+1,678
444
$384K 0.03%
5,486
+586
445
$382K 0.03%
5,029
446
$382K 0.03%
3,816
-29
447
$381K 0.03%
6,718
-25
448
$381K 0.03%
9,600
+3,989
449
$377K 0.03%
968
-709
450
$376K 0.03%
+8,901
16 17
18
19 20