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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 0.51%
51,005
+1,212
27
$5.52M 0.5%
+559,601
28
$5.24M 0.48%
524,000
+6,700
29
$5.21M 0.48%
+511,354
30
$5.12M 0.47%
24,652
+2,781
31
$5.12M 0.47%
+509,805
32
$4.79M 0.44%
+485,420
33
$4.65M 0.42%
462,127
-1,500
34
$4.55M 0.42%
25,772
+1,410
35
$4.49M 0.41%
+452,954
36
$4.37M 0.4%
435,894
+224,244
37
$4.29M 0.39%
431,713
+355,473
38
$4.29M 0.39%
85,190
+1,872
39
$4.12M 0.38%
282,150
+47,990
40
$4.11M 0.38%
412,630
+374,130
41
$4.1M 0.37%
+405,800
42
$4.03M 0.37%
86,306
+4,085
43
$3.98M 0.36%
48,234
+2,453
44
$3.97M 0.36%
8,694
+166
45
$3.85M 0.35%
+384,294
46
$3.83M 0.35%
12,974
+573
47
$3.66M 0.33%
+358,710
48
$3.62M 0.33%
350,220
-27,232
49
$3.58M 0.33%
+350,880
50
$3.37M 0.31%
335,047
+72,513
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