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
501
$291K 0.02%
4,041
-44
502
$290K 0.02%
4,359
+638
503
$290K 0.02%
7,929
+413
504
$289K 0.02%
1,928
-59
505
$289K 0.02%
1,980
+5
506
$287K 0.02%
+3,526
507
$287K 0.02%
4,434
-464
508
$285K 0.02%
13,933
+1,824
509
$281K 0.02%
1,049
-217
510
$280K 0.02%
23,384
511
$280K 0.02%
10,809
-438
512
$278K 0.02%
1,231
+214
513
$278K 0.02%
4,635
514
$276K 0.02%
2,881
-37
515
$275K 0.02%
2,653
+74
516
$269K 0.02%
1,993
+96
517
$268K 0.02%
4,620
-67
518
$267K 0.02%
+7,038
519
$266K 0.02%
+7,160
520
$266K 0.02%
23,702
-1
521
$262K 0.02%
+4,273
522
$262K 0.02%
+6,523
523
$261K 0.02%
4,030
-246
524
$260K 0.02%
1,855
+244
525
$257K 0.02%
1,106
-99
19 20
21
22 23