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
551
$446K 0.04%
44,200
-3,000
552
$445K 0.04%
44,426
-3,450
553
$443K 0.04%
1,640
+480
554
$439K 0.04%
4,861
+1,273
555
$432K 0.04%
1,714
+12
556
$430K 0.04%
43,810
+2,300
557
$430K 0.04%
43,344
+11,289
558
$428K 0.04%
27,320
+5,069
559
$426K 0.04%
15,135
+432
560
$426K 0.04%
13,179
+1,094
561
$420K 0.04%
106,474
+3,734
562
$420K 0.04%
18,212
-1,926
563
$419K 0.04%
5,187
+2,749
564
$418K 0.04%
15,315
+2,630
565
$418K 0.04%
42,420
566
$417K 0.04%
8,846
-332
567
$413K 0.04%
41,315
568
$413K 0.04%
6,730
+650
569
$411K 0.04%
5,810
-2,095
570
$411K 0.04%
40,987
571
$410K 0.04%
5,600
-2,758
572
$410K 0.04%
5,196
573
$407K 0.04%
17,686
-7,425
574
$406K 0.04%
1
575
$405K 0.04%
40,150
21 22
23
24 25