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
$1.33B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
RFAIU
RF Acquisition Corp II Unit
RFAIU
+$8.26M

Top Sells

1
+$21.6M
2
+$17.9M
3
+$15.2M
4
USAR
USA Rare Earth Inc
USAR
+$8.68M
5
NETD icon
Nabors Energy Transition Corp II
NETD
+$8.3M

Sector Composition

1 Financials 23.62%
2 Technology 15.39%
3 Healthcare 9.55%
4 Industrials 7.71%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$213K 0.02%
+10,285
552
$213K 0.02%
6,315
-98
553
$213K 0.02%
2,962
+16
554
$211K 0.02%
+7,925
555
$209K 0.02%
1,487
-25
556
$209K 0.02%
390
-28
557
$207K 0.02%
1,137
+37
558
$206K 0.02%
2,158
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559
$205K 0.02%
2,256
-18
560
$205K 0.02%
+2,689
561
$204K 0.02%
+850
562
$203K 0.02%
1,611
-819
563
$203K 0.02%
1,222
-39
564
$203K 0.02%
11,304
565
$202K 0.02%
3,721
-340
566
$202K 0.02%
3,450
-40
567
$202K 0.02%
+3,936
568
$200K 0.02%
728
-140
569
$197K 0.01%
27,728
-761
570
$197K 0.01%
46,475
+10,274
571
$195K 0.01%
+23,449
572
$193K 0.01%
33,465
+561
573
$191K 0.01%
10,007
-1,753
574
$189K 0.01%
+45,991
575
$188K 0.01%
11,589
+161
21 22
23
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