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
$1.01B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$7.13M
3
+$5.56M
4
DMYY.U
dMY Squared Technology Group Units
DMYY.U
+$5.17M
5
PTWOU
Pono Capital Two, Inc. Unit
PTWOU
+$4.01M

Top Sells

1
+$9.04M
2
+$8.66M
3
+$6.64M
4
RC
Ready Capital
RC
+$5.04M
5
ISLE
Isleworth Healthcare Acquisition Corporation Common stock
ISLE
+$4.11M

Sector Composition

1 Financials 14.97%
2 Technology 8.99%
3 Healthcare 8.04%
4 Industrials 5.22%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$480K 0.05%
3,415
-748
527
$479K 0.05%
48,326
+21,112
528
$477K 0.05%
48,061
+36,096
529
$477K 0.05%
47,600
530
$477K 0.05%
47,500
531
$476K 0.05%
3,189
+207
532
$473K 0.05%
48,298
-1,890
533
$473K 0.05%
5,868
-24
534
$471K 0.05%
48,110
535
$470K 0.05%
62,471
-460
536
$469K 0.05%
15,175
-77
537
$467K 0.05%
5,700
-1,566
538
$465K 0.05%
8,477
-976
539
$465K 0.05%
46,300
540
$464K 0.05%
5,358
+573
541
$462K 0.05%
334,393
+513
542
$460K 0.05%
9,645
-1,087
543
$457K 0.05%
13,664
+2,852
544
$457K 0.05%
7,527
+1,001
545
$453K 0.04%
4,922
-386
546
$451K 0.04%
5,464
+53
547
$447K 0.04%
7,000
+385
548
$447K 0.04%
44,980
-1,300
549
$446K 0.04%
6,254
-1,415
550
$446K 0.04%
28,990
+2,414
20 21
22
23 24