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
476
$267K 0.03%
2,455
+21
477
$266K 0.03%
9,903
-748
478
$266K 0.03%
2,468
479
$266K 0.03%
31,583
-14,000
480
$265K 0.03%
31,854
+1,930
481
$265K 0.03%
3,192
+191
482
$264K 0.03%
1,865
+98
483
$264K 0.03%
1,583
+82
484
$261K 0.03%
+6,672
485
$260K 0.03%
4,822
+75
486
$259K 0.03%
1,509
487
$258K 0.03%
531
+50
488
$257K 0.02%
+3,045
489
$256K 0.02%
10,640
-343
490
$256K 0.02%
32,382
491
$256K 0.02%
2,457
+153
492
$254K 0.02%
3,731
-521
493
$254K 0.02%
7,201
-332
494
$254K 0.02%
+6,484
495
$254K 0.02%
2,966
+16
496
$254K 0.02%
2,466
+188
497
$253K 0.02%
1,355
-76
498
$252K 0.02%
1,186
+60
499
$249K 0.02%
7,112
500
$246K 0.02%
+4,464
18 19
20
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