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
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13M
3
+$6.1M
4
VAQC
Vector Acquisition Corporation II Class A Ordinary Shares
VAQC
+$2.58M
5
BFAC
Battery Future Acquisition Corp.
BFAC
+$2.41M

Top Sells

1
+$4.23M
2
+$3.88M
3
+$2.4M
4
CAS.U
Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o
CAS.U
+$1.83M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M

Sector Composition

1 Financials 13.65%
2 Technology 9.49%
3 Healthcare 8.61%
4 Consumer Discretionary 4.85%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 0.5%
522,716
+760
27
$5.11M 0.5%
512,205
+1,675
28
$4.56M 0.44%
91,416
-7,513
29
$4.54M 0.44%
25,593
+1,358
30
$4.4M 0.43%
9,179
-605
31
$4.35M 0.42%
38,655
+4,146
32
$4.31M 0.42%
86,063
-6,281
33
$4.11M 0.4%
413,013
-40,973
34
$4.02M 0.39%
44,092
-1,267
35
$3.84M 0.37%
35,240
-460
36
$3.77M 0.37%
381,990
-10,641
37
$3.7M 0.36%
244,230
-6,940
38
$3.53M 0.34%
9,350
+402
39
$3.29M 0.32%
333,882
-5,758
40
$3.29M 0.32%
334,327
+80,274
41
$3.28M 0.32%
337,450
+3,400
42
$3.22M 0.31%
320,060
-14,860
43
$3.22M 0.31%
10,201
+555
44
$3.2M 0.31%
63,937
-62
45
$3.17M 0.31%
11,429
+871
46
$3.14M 0.31%
135,973
-28,420
47
$3.13M 0.3%
67,003
-6,211
48
$3.08M 0.3%
28,933
-7,710
49
$3.07M 0.3%
21,341
-334
50
$3.05M 0.3%
58,573
-410
1
2
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