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
$1.33B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
RFAIU
RF Acquisition Corp II Unit
RFAIU
+$8.26M

Top Sells

1
+$21.6M
2
+$17.9M
3
+$15.2M
4
USAR
USA Rare Earth Inc
USAR
+$8.68M
5
NETD icon
Nabors Energy Transition Corp II
NETD
+$8.3M

Sector Composition

1 Financials 23.62%
2 Technology 15.39%
3 Healthcare 9.55%
4 Industrials 7.71%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$31.4K ﹤0.01%
+100,000
602
$30.3K ﹤0.01%
149,035
-500
603
$28.3K ﹤0.01%
192,040
604
$26.1K ﹤0.01%
368,150
-5,000
605
$25.9K ﹤0.01%
217,700
-6,300
606
$25.4K ﹤0.01%
169,400
-11,700
607
$25.2K ﹤0.01%
168,100
608
$25K ﹤0.01%
124,900
-4,100
609
$24.8K ﹤0.01%
+190,751
610
$24.3K ﹤0.01%
142,950
-1,150
611
$24.1K ﹤0.01%
219,070
-6,300
612
$23.8K ﹤0.01%
+10,613
613
$19.7K ﹤0.01%
65,800
-4,200
614
$19.2K ﹤0.01%
91,325
615
$18.3K ﹤0.01%
244,600
-15,800
616
$17.5K ﹤0.01%
158,800
-8,900
617
$16.9K ﹤0.01%
54,450
-4,100
618
$16.2K ﹤0.01%
57,720
619
$15.5K ﹤0.01%
344,500
-16,300
620
$14.8K ﹤0.01%
123,100
-3,000
621
$13.1K ﹤0.01%
37,422
-238
622
$12.9K ﹤0.01%
105,350
623
$12.5K ﹤0.01%
113,790
624
$11.9K ﹤0.01%
94,500
-6,000
625
$6.56K ﹤0.01%
29,800
-44,800
23 24
25
26 27