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
576
$212K 0.02%
+1,163
577
$212K 0.02%
+1,552
578
$211K 0.02%
+3,660
579
$211K 0.02%
11,702
+113
580
$210K 0.02%
+3,180
581
$209K 0.02%
+1,679
582
$209K 0.02%
+10,577
583
$209K 0.02%
+1,814
584
$208K 0.02%
+5,965
585
$208K 0.02%
5,788
-311
586
$207K 0.02%
+921
587
$206K 0.02%
+727
588
$206K 0.02%
+21
589
$206K 0.02%
3,586
-495
590
$205K 0.02%
+1,715
591
$201K 0.01%
+1,199
592
$201K 0.01%
+1,921
593
$201K 0.01%
+629
594
$200K 0.01%
+20,000
595
$192K 0.01%
11,626
-608
596
$180K 0.01%
+18,100
597
$178K 0.01%
56,912
+5,947
598
$175K 0.01%
33,552
+87
599
$172K 0.01%
11,953
+1,736
600
$172K 0.01%
16,300
-155,000
22 23
24
25 26