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
576
$49K ﹤0.01%
1,089,136
+15,790
577
$48.9K ﹤0.01%
19,175
578
$46.4K ﹤0.01%
168,100
579
$44K ﹤0.01%
105,994
580
$42.7K ﹤0.01%
10,488
-2,925
581
$42K ﹤0.01%
233,200
-2,000
582
$38.8K ﹤0.01%
323,603
-1,000
583
$34.8K ﹤0.01%
1,655
584
$30.1K ﹤0.01%
150,690
-2,715
585
$29.4K ﹤0.01%
14,690
586
$29K ﹤0.01%
+129,000
587
$26K ﹤0.01%
+82,300
588
$25.3K ﹤0.01%
+58,720
589
$25.1K ﹤0.01%
+100,500
590
$22.4K ﹤0.01%
373,150
-11,500
591
$21.4K ﹤0.01%
+194,670
592
$18.7K ﹤0.01%
+114,400
593
$18.1K ﹤0.01%
75,600
594
$17.9K ﹤0.01%
105,297
-946
595
$16.7K ﹤0.01%
10,305
596
$14.9K ﹤0.01%
105,350
-1,000
597
$14.4K ﹤0.01%
423
+25
598
$11.8K ﹤0.01%
38,180
-2,076
599
$11.1K ﹤0.01%
95,163
-10,416
600
$10.3K ﹤0.01%
200,972
-5,139
22 23
24
25 26