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
501
$296K 0.02%
2,403
502
$294K 0.02%
2,837
503
$294K 0.02%
4,242
-1,413
504
$293K 0.02%
+12,364
505
$291K 0.02%
1,175
+254
506
$289K 0.02%
1,633
-332
507
$285K 0.02%
4,946
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508
$280K 0.02%
1,166
+69
509
$279K 0.02%
2,497
+17
510
$277K 0.02%
7,045
511
$276K 0.02%
511
+50
512
$276K 0.02%
1,858
-195
513
$274K 0.02%
2,871
-87
514
$274K 0.02%
+1,038
515
$269K 0.02%
9,425
-158
516
$267K 0.02%
+9,333
517
$266K 0.02%
2,072
-28
518
$266K 0.02%
20,515
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519
$265K 0.02%
+4,061
520
$265K 0.02%
2,276
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521
$262K 0.02%
23,664
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522
$262K 0.02%
1,680
+50
523
$261K 0.02%
7,263
+143
524
$256K 0.02%
7,843
+158
525
$255K 0.02%
2,624
-56
19 20
21
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