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
451
$297K 0.03%
2,873
-385
452
$296K 0.03%
5,529
-41
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1,444
+90
454
$294K 0.03%
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455
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6,432
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456
$292K 0.03%
34,464
457
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38,853
+135
458
$292K 0.03%
1,945
+135
459
$292K 0.03%
4,661
-165
460
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2,066
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461
$290K 0.03%
6,852
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462
$289K 0.03%
22,912
-14,594
463
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14,759
+342
464
$285K 0.03%
6,940
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465
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8,840
466
$282K 0.03%
6,553
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467
$281K 0.03%
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468
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330
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469
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3,051
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470
$277K 0.03%
1,072
+172
471
$276K 0.03%
17,934
-1,051
472
$276K 0.03%
1,081
+64
473
$273K 0.03%
4,487
-648
474
$273K 0.03%
+5,000
475
$267K 0.03%
4,534
+300
17 18
19
20 21