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
26
$10.1M 0.75%
22,016
-3,014
27
$10.1M 0.74%
45,707
+261
28
$9.6M 0.71%
57,900
-3,363
29
$9.39M 0.69%
44,516
-571
30
$8.86M 0.65%
15,154
-6,154
31
$8.55M 0.63%
1,120,803
-70,464
32
$8.16M 0.6%
+802,338
33
$7.83M 0.58%
+782,630
34
$7.56M 0.56%
38,280
-175
35
$7.43M 0.55%
+743,150
36
$7.41M 0.55%
8,359
-110
37
$7.26M 0.53%
+727,270
38
$7.02M 0.52%
669,799
-14,312
39
$6.85M 0.5%
62,008
+232
40
$6.63M 0.49%
24,124
+409
41
$6.33M 0.47%
55,524
-1,382
42
$6.28M 0.46%
7,093
+13
43
$6.15M 0.45%
35,635
+385
44
$5.96M 0.44%
573,071
-61,349
45
$5.93M 0.44%
20,954
+294
46
$5.83M 0.43%
557,631
-18,525
47
$5.77M 0.43%
8,138
-330
48
$5.51M 0.41%
32,311
+8,116
49
$5.21M 0.38%
10,553
-4,848
50
$5.14M 0.38%
25,968
-1,191
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