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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$454K 0.04%
15,123
-12
527
$446K 0.04%
3,265
+1,364
528
$444K 0.04%
4,965
+77
529
$444K 0.04%
6,088
-556
530
$442K 0.04%
6,146
-108
531
$440K 0.04%
18,616
+404
532
$439K 0.04%
1,567
-328
533
$438K 0.04%
9,578
+1,901
534
$437K 0.04%
+44,354
535
$435K 0.04%
5,694
-116
536
$435K 0.04%
1,153
+126
537
$434K 0.04%
+662
538
$433K 0.04%
72,048
+2,968
539
$432K 0.04%
2,570
-1
540
$432K 0.04%
5,998
+381
541
$431K 0.04%
42,680
-2,300
542
$430K 0.04%
3,373
-71
543
$427K 0.04%
3,013
+359
544
$426K 0.04%
7,248
+453
545
$425K 0.04%
42,124
-1,220
546
$424K 0.04%
+41,650
547
$421K 0.04%
41,350
-8,100
548
$418K 0.04%
41,000
-9,000
549
$418K 0.04%
3,973
+39
550
$415K 0.04%
+41,300
20 21
22
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