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
526
$217K 0.02%
+2,879
527
$217K 0.02%
818
-52
528
$216K 0.02%
+1,799
529
$215K 0.02%
2,141
-27
530
$214K 0.02%
22,084
531
$213K 0.02%
+6,396
532
$213K 0.02%
2,680
533
$212K 0.02%
1,060
-306
534
$212K 0.02%
10,172
-2,402
535
$211K 0.02%
2,481
+11
536
$211K 0.02%
12,617
+1,848
537
$210K 0.02%
6,382
-1,401
538
$209K 0.02%
15,873
+494
539
$207K 0.02%
+1,099
540
$207K 0.02%
8,114
541
$207K 0.02%
+2,382
542
$206K 0.02%
8,970
-2,291
543
$206K 0.02%
2,787
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544
$205K 0.02%
+1,325
545
$205K 0.02%
4,197
-501
546
$204K 0.02%
+10,183
547
$203K 0.02%
+2,170
548
$203K 0.02%
1,655
-41
549
$203K 0.02%
495
-1
550
$202K 0.02%
3,188
+221
20 21
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