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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$230K 0.02%
1,180
-5
552
$230K 0.02%
4,088
+34
553
$230K 0.02%
793
-37
554
$229K 0.02%
2,966
555
$229K 0.02%
+23,715
556
$229K 0.02%
834
+37
557
$227K 0.02%
+2,523
558
$226K 0.02%
+6,234
559
$225K 0.02%
1,891
-26
560
$224K 0.02%
+147
561
$223K 0.02%
643
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562
$223K 0.02%
+1,721
563
$221K 0.02%
1,526
-86
564
$220K 0.02%
3,745
-189
565
$219K 0.02%
1,261
+34
566
$218K 0.02%
+1,512
567
$217K 0.02%
+4,197
568
$216K 0.02%
26,738
+237
569
$216K 0.02%
+2,274
570
$213K 0.02%
3,448
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571
$213K 0.02%
+1,935
572
$212K 0.02%
3,490
-6,715
573
$212K 0.02%
+1,017
574
$211K 0.02%
32,904
+802
575
$211K 0.02%
+2,698
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