We are live on ! Find out more
SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$91.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1 +$8.49M
2 +$7.63M
3 +$7.58M
4
TAVI
Tavia Acquisition Corp
TAVI
+$6.35M
5
DYNC
Dynamix Corp
DYNC
+$5.98M

Sector Composition

1 Financials 28.19%
2 Technology 14.33%
3 Healthcare 7.84%
4 Consumer Discretionary 4.79%
5 Industrials 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAYAR
626
Bayview Acquisition Corp Right
BAYAR
$4.69K ﹤0.01%
25,000
BUJAW
627
DELISTED
Bukit Jalil Global Acquisition 1 Ltd. Warrants
BUJAW
$2.63K ﹤0.01%
65,850
-5,700
AITRR
628
DELISTED
AI Transportation Acquisition Corp Right
AITRR
$2.24K ﹤0.01%
17,200
OAKUW
629
DELISTED
Oak Woods Acquisition Corp Warrant
OAKUW
$2.21K ﹤0.01%
63,200
-9,900
ATMCW
630
DELISTED
AlphaTime Acquisition Corp Warrant
ATMCW
$2.17K ﹤0.01%
161,090
-16,950
RENEW
631
DELISTED
Cartesian Growth Corporation II Warrant
RENEW
$1.68K ﹤0.01%
31,141
-2,666
EMCGW
632
DELISTED
Embrace Change Acquisition Corp Warrants
EMCGW
$814 ﹤0.01%
37,340
-2,500
DMN
633
DELISTED
Damon Inc. Common Stock
DMN
$635 ﹤0.01%
46,043
ATEK.WS
634
DELISTED
Athena Technology Acquisition Corp. II Redeemable Warrants
ATEK.WS
$282 ﹤0.01%
18,818
SKM icon
635
SK Telecom
SKM
$15.3B
-14,427
SLF icon
636
Sun Life Financial
SLF
$41.2B
-4,054
RANGU
637
Range Capital Acquisition Corp Units
RANGU
-593,871
AMLP icon
638
Alerian MLP ETF
AMLP
$12.3B
-54,505
AVB icon
639
AvalonBay Communities
AVB
$26.6B
-911
BAH icon
640
Booz Allen Hamilton
BAH
$9.39B
-1,586
BLDR icon
641
Builders FirstSource
BLDR
$8.26B
-1,976
BMO icon
642
Bank of Montreal
BMO
$116B
-2,182
BURL icon
643
Burlington
BURL
$20B
-898
CCI icon
644
Crown Castle
CCI
$40.6B
-2,391
CDW icon
645
CDW
CDW
$17B
-1,476
CHGG icon
646
Chegg
CHGG
$123M
-100,000
CLS icon
647
Celestica
CLS
$42.7B
-3,192
CM icon
648
Canadian Imperial Bank of Commerce
CM
$101B
-4,170
DOCN icon
649
DigitalOcean
DOCN
$17.2B
-19,863
DXCM icon
650
DexCom
DXCM
$30B
-2,602