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
476
$332K 0.02%
13,976
+1,509
477
$331K 0.02%
16,237
+383
478
$329K 0.02%
1,655
+5
479
$328K 0.02%
+5,178
480
$327K 0.02%
6,109
+411
481
$326K 0.02%
1,989
+71
482
$325K 0.02%
6,235
-461
483
$325K 0.02%
2,403
484
$323K 0.02%
1,804
485
$321K 0.02%
564
486
$319K 0.02%
3,079
-887
487
$318K 0.02%
1,177
+7
488
$313K 0.02%
2,321
-19
489
$310K 0.02%
2,061
-4
490
$309K 0.02%
6,757
+899
491
$308K 0.02%
3,519
+24
492
$305K 0.02%
1,788
+74
493
$304K 0.02%
7,325
494
$304K 0.02%
59,652
+561
495
$303K 0.02%
+30,300
496
$301K 0.02%
3,047
-60
497
$301K 0.02%
1,020
-1,937
498
$297K 0.02%
1,255
+1
499
$297K 0.02%
2,089
+36
500
$293K 0.02%
34,751
+4,538
18 19
20
21 22