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
$1.33B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
RFAIU
RF Acquisition Corp II Unit
RFAIU
+$8.26M

Top Sells

1
+$21.6M
2
+$17.9M
3
+$15.2M
4
USAR
USA Rare Earth Inc
USAR
+$8.68M
5
NETD icon
Nabors Energy Transition Corp II
NETD
+$8.3M

Sector Composition

1 Financials 23.62%
2 Technology 15.39%
3 Healthcare 9.55%
4 Industrials 7.71%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$233K 0.02%
6,183
-51
527
$233K 0.02%
+5,858
528
$232K 0.02%
+7,516
529
$231K 0.02%
+13,036
530
$231K 0.02%
2,351
-146
531
$230K 0.02%
1,017
532
$230K 0.02%
4,687
+166
533
$229K 0.02%
2,966
534
$229K 0.02%
23,703
-12
535
$226K 0.02%
6,548
536
$225K 0.02%
+1,612
537
$224K 0.02%
142
-5
538
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8,381
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539
$223K 0.02%
1,263
-279
540
$222K 0.02%
+1,220
541
$221K 0.02%
+158
542
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4,054
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544
$218K 0.02%
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-116
545
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447
-64
546
$218K 0.02%
+3,450
547
$217K 0.02%
25,011
-10,010
548
$217K 0.02%
5,611
-4,591
549
$214K 0.02%
3,973
-973
550
$214K 0.02%
+6,099
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