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
576
$210K 0.02%
+1,408
577
$210K 0.02%
11,304
578
$209K 0.02%
+1,100
579
$208K 0.02%
2,946
+14
580
$207K 0.02%
8,514
-153
581
$204K 0.02%
+418
582
$204K 0.02%
+2,697
583
$203K 0.02%
5,823
584
$179K 0.01%
17,200
585
$166K 0.01%
10,831
-2,812
586
$166K 0.01%
12,527
+583
587
$161K 0.01%
11,428
+243
588
$153K 0.01%
+10,033
589
$144K 0.01%
36,201
+16,650
590
$140K 0.01%
759,045
-2,425
591
$129K 0.01%
20,563
+1,144
592
$119K 0.01%
45,790
-4,113
593
$117K 0.01%
10,478
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594
$107K 0.01%
+20,694
595
$98.2K 0.01%
16,228
-73,530
596
$95.1K 0.01%
13,222
597
$90.3K 0.01%
10,812
+251
598
$88K 0.01%
+489,015
599
$84.6K 0.01%
486,066
600
$84.3K 0.01%
623,750
-21,750
22 23
24
25 26