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
601
$9.93K ﹤0.01%
+194,670
602
$9.02K ﹤0.01%
777
603
$8.94K ﹤0.01%
158,870
-11,160
604
$8.77K ﹤0.01%
249,972
-4,400
605
$8.74K ﹤0.01%
323,603
-1,000
606
$8.16K ﹤0.01%
136,027
-740
607
$7.93K ﹤0.01%
+114,400
608
$7.13K ﹤0.01%
1,622
-740
609
$6.56K ﹤0.01%
56,751
-1,854
610
$5.42K ﹤0.01%
+100,500
611
$4.21K ﹤0.01%
+38,300
612
$4.12K ﹤0.01%
+34,294
613
$3.93K ﹤0.01%
+39,340
614
$3.87K ﹤0.01%
+129,000
615
$3.8K ﹤0.01%
+31,678
616
$2.72K ﹤0.01%
90,755
-5,280
617
$2.72K ﹤0.01%
+68,060
618
$2.67K ﹤0.01%
95,200
-11,200
619
$2.45K ﹤0.01%
18,818
-3,250
620
$2.12K ﹤0.01%
105,350
-1,000
621
$1.89K ﹤0.01%
33,792
-500
622
$1.79K ﹤0.01%
79,435
-5,580
623
$1.7K ﹤0.01%
21,275
-7,045
624
$1.47K ﹤0.01%
48,750
625
$1.45K ﹤0.01%
51,616
23 24
25
26 27