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
$1.36B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$10.9M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.16M
5
GRAF
Graf Global Corp
GRAF
+$7.83M

Top Sells

1
+$16.2M
2
+$16.1M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$9.11M

Sector Composition

1 Financials 26.38%
2 Technology 15.54%
3 Healthcare 8.75%
4 Industrials 7.71%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$236K 0.02%
2,966
552
$235K 0.02%
5,236
-375
553
$234K 0.02%
2,384
+128
554
$233K 0.02%
+1,782
555
$232K 0.02%
882
+32
556
$231K 0.02%
457
+10
557
$229K 0.02%
153
-5
558
$229K 0.02%
146
+4
559
$229K 0.02%
1,427
-60
560
$228K 0.02%
+2,836
561
$228K 0.02%
25,011
562
$225K 0.02%
+8,983
563
$224K 0.02%
3,818
-155
564
$224K 0.02%
11,304
565
$223K 0.02%
+3,384
566
$223K 0.02%
1,110
-110
567
$221K 0.02%
2,001
-350
568
$221K 0.02%
+840
569
$219K 0.02%
9,147
+766
570
$216K 0.02%
2,622
-34
571
$215K 0.02%
3,450
572
$215K 0.02%
+2,727
573
$214K 0.02%
+3,373
574
$213K 0.02%
+862
575
$212K 0.02%
+1,755
21 22
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