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
526
$256K 0.02%
+3,405
527
$256K 0.02%
2,943
-19
528
$256K 0.02%
8,114
529
$256K 0.02%
2,183
530
$255K 0.02%
6,183
531
$255K 0.02%
6,004
-396
532
$252K 0.02%
+4,243
533
$251K 0.02%
+3,727
534
$251K 0.02%
4,586
-179
535
$250K 0.02%
+1,464
536
$250K 0.02%
4,895
-600
537
$249K 0.02%
10,051
-234
538
$248K 0.02%
3,866
-70
539
$246K 0.02%
1,239
-24
540
$246K 0.02%
2,942
+253
541
$245K 0.02%
6,548
542
$245K 0.02%
1,136
-1
543
$244K 0.02%
2,263
-83
544
$242K 0.02%
401
+11
545
$241K 0.02%
2,730
-12,891
546
$241K 0.02%
1,534
-78
547
$239K 0.02%
11,511
+1,504
548
$238K 0.02%
2,107
-730
549
$237K 0.02%
+10,749
550
$236K 0.02%
1,926
-450
20 21
22
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