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
$1.21B
AUM Growth
-$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$7.7M
3
+$7.47M
4
TAVI
Tavia Acquisition Corp
TAVI
+$6.38M
5
ACI icon
Albertsons Companies
ACI
+$6.16M

Top Sells

1
+$8.44M
2
+$6.68M
3
+$6.19M
4
FACTU
FACT II Acquisition Corp Unit
FACTU
+$6.04M
5
RANGU
Range Capital Acquisition Corp Units
RANGU
+$5.95M

Sector Composition

1 Financials 28.47%
2 Technology 11.73%
3 Healthcare 7.84%
4 Industrials 7.04%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UMC icon
576
United Microelectronic
UMC
$18.9B
$112K 0.01%
15,635
-5,386
RZLV
577
Rezolve AI
RZLV
$1.52B
$107K 0.01%
+88,570
ALFUW
578
Centurion Acquisition Corp Warrant
ALFUW
$102K 0.01%
682,679
-27,190
JACS.RT
579
Jackson Acquisition Co II Rights
JACS.RT
$96K 0.01%
+412,343
RANGR
580
Range Capital Acquisition Corp Rights
RANGR
$95.1K 0.01%
+559,575
TKC icon
581
Turkcell
TKC
$5.27B
$91.7K 0.01%
14,735
-4,644
ITUB icon
582
Itaú Unibanco
ITUB
$75.9B
$82.9K 0.01%
15,078
-3,699
TAVIR
583
Tavia Acquisition Corp Right
TAVIR
$77.4K 0.01%
+644,564
MNTN.WS
584
DELISTED
Everest Consolidator Acquisition Corporation Warrants, each whole warrant exercisable for one share of Class A Common Stock, at an exercise price of $11.50
MNTN.WS
$73.8K 0.01%
147,535
CUBWW
585
Lionheart Holdings Warrant
CUBWW
$2.67M
$63.9K 0.01%
531,695
-23,280
ATMVR icon
586
AlphaVest Acquisition Corp Right
ATMVR
$62.4K 0.01%
278,340
-26,060
GRAF.WS
587
Graf Global Corp Warrants
GRAF.WS
$11.6M
$61.7K 0.01%
342,815
-16,550
LPL icon
588
LG Display
LPL
$4.95B
$61.5K 0.01%
19,769
-16,293
NTWOW
589
Newbury Street II Acquisition Corp Warrant
NTWOW
$2.36M
$58K ﹤0.01%
+263,442
NIO icon
590
NIO
NIO
$17B
$54.5K ﹤0.01%
14,294
-742
VACHW
591
Voyager Acquisition Corp Warrants
VACHW
$2.98M
$51.9K ﹤0.01%
345,500
-8,730
FACTW
592
FACT II Acquisition Corp Warrant
FACTW
$2.63M
$51.9K ﹤0.01%
+287,980
WLACW
593
Willow Lane Acquisition Corp Warrants
WLACW
$22.8M
$49.4K ﹤0.01%
+216,527
RFAIR
594
RF Acquisition Corp II Right
RFAIR
$48.2K ﹤0.01%
688,238
-34,700
LPAAW
595
Launch One Acquisition Corp Warrant
LPAAW
$2.76M
$48K ﹤0.01%
330,745
-14,525
ALCYW icon
596
Alchemy Investments Acquisition Corp 1 Warrants
ALCYW
$1.15M
$40.9K ﹤0.01%
371,617
-14,900
EQV.WS
597
EQV Ventures Acquisition Warrants
EQV.WS
$40.4K ﹤0.01%
112,186
-6,674
HYAC.WS icon
598
Haymaker Acquisition Corp 4 Warrants
HYAC.WS
$40.3K ﹤0.01%
192,500
-8,350
MBAVW
599
M3-Brigade Acquisition V Corp Warrant
MBAVW
$16.4M
$38.6K ﹤0.01%
133,190
-995
DTSQR
600
DT Cloud Star Acquisition Corp Right
DTSQR
$36.2K ﹤0.01%
233,400
-6,300
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