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
476
$331K 0.02%
+219
477
$325K 0.02%
+6,988
478
$325K 0.02%
23,153
-1,753
479
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3,175
+16
480
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4,340
-177
481
$322K 0.02%
1,887
+134
482
$321K 0.02%
3,039
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483
$319K 0.02%
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484
$318K 0.02%
+7,587
485
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486
$316K 0.02%
31,583
487
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35,021
-3,360
488
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15,470
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489
$314K 0.02%
24,297
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490
$314K 0.02%
564
491
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493
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494
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654
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496
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1,224
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7,112
498
$299K 0.02%
16,961
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499
$297K 0.02%
4,411
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500
$296K 0.02%
1,804
18 19
20
21 22