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
$1.31B
AUM Growth
-$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.44M
3
+$8.12M
4
AAM
AA Mission Acquisition Corp
AAM
+$7.3M
5
VACH
Voyager Acquisition Corp
VACH
+$7.09M

Top Sells

1
+$30.1M
2
+$13.7M
3
+$13.3M
4
USAR
USA Rare Earth Inc
USAR
+$11.2M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$10.7M

Sector Composition

1 Financials 24.77%
2 Technology 13.83%
3 Healthcare 7.77%
4 Industrials 7.57%
5 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
476
Canadian Pacific Kansas City
CP
$69.3B
$323K 0.02%
4,456
-581
PANW icon
477
Palo Alto Networks
PANW
$147B
$321K 0.02%
1,766
+302
QUAL icon
478
iShares MSCI USA Quality Factor ETF
QUAL
$54B
$321K 0.02%
1,804
MDY icon
479
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$321K 0.02%
564
VRSK icon
480
Verisk Analytics
VRSK
$32.8B
$320K 0.02%
1,163
+114
DKNG icon
481
DraftKings
DKNG
$16.4B
$317K 0.02%
8,510
-7,863
DVY icon
482
iShares Select Dividend ETF
DVY
$21B
$316K 0.02%
2,403
ALC icon
483
Alcon
ALC
$37.6B
$314K 0.02%
3,696
-120
GM icon
484
General Motors
GM
$65B
$310K 0.02%
5,826
+590
BTI icon
485
British American Tobacco
BTI
$113B
$310K 0.02%
8,531
+602
MELI icon
486
Mercado Libre
MELI
$110B
$308K 0.02%
181
-18
OLED icon
487
Universal Display
OLED
$6.99B
$308K 0.02%
2,104
-10
GDDY icon
488
GoDaddy
GDDY
$18.1B
$308K 0.02%
1,558
+24
AMX icon
489
America Movil
AMX
$68.4B
$305K 0.02%
21,339
-10,362
PRFZ icon
490
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
$305K 0.02%
7,325
LW icon
491
Lamb Weston
LW
$9.25B
$305K 0.02%
4,558
+124
SKM icon
492
SK Telecom
SKM
$7.97B
$304K 0.02%
14,427
+451
IRM icon
493
Iron Mountain
IRM
$31.1B
$299K 0.02%
2,846
-67
KBR icon
494
KBR
KBR
$5.68B
$296K 0.02%
+5,113
TRI icon
495
Thomson Reuters
TRI
$73.3B
$295K 0.02%
1,839
+51
FRME icon
496
First Merchants
FRME
$2.13B
$295K 0.02%
7,388
+228
CLS icon
497
Celestica
CLS
$34.1B
$294K 0.02%
+3,192
KKR icon
498
KKR & Co
KKR
$108B
$291K 0.02%
1,966
+184
SRE icon
499
Sempra
SRE
$60.5B
$290K 0.02%
3,302
+360
PKG icon
500
Packaging Corp of America
PKG
$18.4B
$289K 0.02%
1,284
+148
18 19
20
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