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
501
$245K 0.02%
9,040
-9
502
$244K 0.02%
535
503
$244K 0.02%
2,651
-398
504
$243K 0.02%
3,575
+325
505
$241K 0.02%
349
-11
506
$240K 0.02%
7,831
+1,713
507
$240K 0.02%
1,218
+174
508
$239K 0.02%
2,837
509
$238K 0.02%
1,804
510
$238K 0.02%
2,176
+308
511
$235K 0.02%
1,200
512
$232K 0.02%
+7,045
513
$232K 0.02%
3,086
-550
514
$231K 0.02%
+3,730
515
$231K 0.02%
6,123
-1,053
516
$228K 0.02%
+2,329
517
$226K 0.02%
873
-15
518
$224K 0.02%
+8,635
519
$223K 0.02%
6,072
520
$223K 0.02%
2,225
+51
521
$221K 0.02%
2,570
+35
522
$219K 0.02%
+1,499
523
$219K 0.02%
17,597
-6,448
524
$218K 0.02%
3,153
-1,011
525
$218K 0.02%
+1,628
19 20
21
22 23