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
451
$375K 0.03%
674
452
$374K 0.03%
+33,715
453
$373K 0.03%
5,923
-6,424
454
$369K 0.03%
1,146
-89
455
$366K 0.03%
2,620
-3
456
$360K 0.03%
347
+9
457
$360K 0.03%
38,489
+15,040
458
$358K 0.03%
1,402
+51
459
$355K 0.03%
4,720
-2,758
460
$353K 0.03%
7,112
461
$349K 0.03%
3,189
+238
462
$347K 0.03%
31,583
463
$346K 0.03%
2,913
-15
464
$346K 0.03%
2,014
-153
465
$343K 0.03%
+9,135
466
$343K 0.03%
3,472
+714
467
$341K 0.03%
8,396
+2,215
468
$341K 0.03%
1,963
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469
$341K 0.03%
1,890
-1,861
470
$339K 0.03%
25,707
+709
471
$338K 0.02%
1,408
-186
472
$338K 0.02%
4,310
+90
473
$334K 0.02%
12,889
+390
474
$333K 0.02%
2,046
-345
475
$332K 0.02%
2,671
-153
17 18
19
20 21