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
26
$7.81M 0.76%
15,488
+574
27
$7.61M 0.74%
699,394
+82,200
28
$7.16M 0.69%
23,862
+335
29
$6.6M 0.64%
45,511
+654
30
$6.34M 0.61%
48,424
+4,016
31
$6.23M 0.6%
60,057
+830
32
$5.77M 0.56%
25,106
+1,240
33
$5.72M 0.55%
+547,400
34
$5.54M 0.54%
527,204
+428,868
35
$5.3M 0.51%
35,588
+1,315
36
$5.23M 0.51%
+514,146
37
$5.18M 0.5%
492,000
-2,600
38
$4.87M 0.47%
12,887
-129
39
$4.84M 0.47%
8,564
+223
40
$4.75M 0.46%
49,094
-1,077
41
$4.62M 0.45%
9,057
+342
42
$4.24M 0.41%
+416,446
43
$4.23M 0.41%
83,156
-672
44
$4.05M 0.39%
10,236
+282
45
$4.05M 0.39%
384,450
-1,050
46
$4.01M 0.39%
84,902
+472
47
$3.99M 0.39%
371,248
-1,370
48
$3.84M 0.37%
50,748
+2,398
49
$3.76M 0.36%
6,997
+574
50
$3.62M 0.35%
6,481
+159
1
2
3 4 5