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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.1M 0.83%
1,070,605
+712,918
27
$10.5M 0.79%
24,978
+3,099
28
$10.3M 0.77%
20,781
+5,702
29
$10.1M 0.76%
47,060
-58
30
$9.12M 0.68%
60,433
+13,040
31
$9.11M 0.68%
45,475
-62
32
$8.53M 0.64%
816,391
+599,880
33
$7.45M 0.56%
15,461
+5,767
34
$6.89M 0.52%
671,276
+443,161
35
$6.88M 0.51%
24,657
+474
36
$6.61M 0.49%
649,360
+10,146
37
$6.56M 0.49%
61,036
+49
38
$6.53M 0.49%
57,418
+2,489
39
$6.49M 0.49%
35,625
-35
40
$6.31M 0.47%
612,692
+72,894
41
$6.29M 0.47%
10,359
+255
42
$6.29M 0.47%
8,584
+9
43
$5.92M 0.44%
581,216
+85,325
44
$5.5M 0.41%
7,066
+64
45
$5.36M 0.4%
20,628
+10,547
46
$5.06M 0.38%
462,100
-16,810
47
$5.02M 0.38%
16,659
+2,606
48
$4.92M 0.37%
468,951
+195,951
49
$4.89M 0.37%
36,890
+4,800
50
$4.87M 0.36%
26,668
+20,193
1
2
3 4 5