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
551
$409K 0.04%
35,952
-6,518
552
$409K 0.04%
4,346
+948
553
$406K 0.04%
10,147
+1,857
554
$404K 0.04%
8,980
+45
555
$404K 0.04%
39,450
556
$404K 0.04%
40,000
557
$403K 0.04%
1,189
+97
558
$402K 0.04%
35,716
+702
559
$401K 0.04%
39,587
560
$398K 0.04%
777
+4
561
$396K 0.04%
1,536
+23
562
$396K 0.04%
39,120
563
$394K 0.04%
7,669
+1,913
564
$391K 0.04%
+7,050
565
$386K 0.04%
38,110
-1,650
566
$386K 0.04%
38,890
+5,000
567
$386K 0.04%
11,338
+2,187
568
$381K 0.03%
6,669
569
$381K 0.03%
12,103
-9,275
570
$380K 0.03%
2,029
+123
571
$380K 0.03%
37,800
572
$380K 0.03%
6,639
+62
573
$378K 0.03%
37,000
-1,000
574
$378K 0.03%
36,955
575
$378K 0.03%
12,630
-150
21 22
23
24 25