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
601
$148K 0.01%
21,556
+35
602
$145K 0.01%
606,500
-13,300
603
$143K 0.01%
+12,219
604
$139K 0.01%
31,884
+21,365
605
$135K 0.01%
11,887
+830
606
$127K 0.01%
16,792
+5,101
607
$126K 0.01%
15,593
608
$124K 0.01%
477,575
-9,140
609
$119K 0.01%
19,693
+2,369
610
$119K 0.01%
741,885
-4,000
611
$118K 0.01%
11,141
-8,980
612
$108K 0.01%
11,575
+870
613
$102K 0.01%
+15,227
614
$87.3K 0.01%
+793,944
615
$83.9K 0.01%
10,810
-16,918
616
$80.2K 0.01%
19,808
-26,183
617
$73.3K 0.01%
+10,132
618
$68.8K 0.01%
+762,981
619
$59K ﹤0.01%
+393,715
620
$55.4K ﹤0.01%
16,303
+1,613
621
$54.5K ﹤0.01%
641,086
-12,823
622
$53.7K ﹤0.01%
358,150
-10,000
623
$50.9K ﹤0.01%
+803,538
624
$47.2K ﹤0.01%
471,181
-6,422
625
$46.6K ﹤0.01%
145,753
-1,919
23 24
25
26 27