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
551
$186K 0.02%
17,085
-1,035
552
$184K 0.02%
+15,079
553
$179K 0.02%
761,470
554
$177K 0.02%
25,049
-12,848
555
$152K 0.01%
40,415
+5,357
556
$149K 0.01%
+12,001
557
$146K 0.01%
13,894
+1,800
558
$137K 0.01%
13,182
559
$136K 0.01%
12,122
-268
560
$130K 0.01%
32,383
+5,271
561
$119K 0.01%
11,481
+208
562
$105K 0.01%
27,986
+5,946
563
$98.8K 0.01%
46,381
-13,054
564
$92.9K 0.01%
10,000
565
$85.7K 0.01%
+32,447
566
$84.6K 0.01%
3,096
567
$83.7K 0.01%
13,222
568
$83.3K 0.01%
17,052
-8,483
569
$77.6K 0.01%
485,236
+767
570
$76.9K 0.01%
+10,519
571
$64.5K 0.01%
18,819
+2,116
572
$63.4K 0.01%
+23,648
573
$62.7K 0.01%
+392,000
574
$61.5K 0.01%
+12,653
575
$55.5K 0.01%
+264,370
21 22
23
24 25