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
626
$1.31K ﹤0.01%
18,446
-310
627
$1.19K ﹤0.01%
43,022
-6,450
628
$1.05K ﹤0.01%
17,453
629
$1.02K ﹤0.01%
+17,587
630
$1.02K ﹤0.01%
+14,538
631
$634 ﹤0.01%
+15,839
632
$433 ﹤0.01%
20,642
-2,964
633
$334 ﹤0.01%
19,000
634
$317 ﹤0.01%
15,873
635
$52 ﹤0.01%
20,000
636
$33 ﹤0.01%
166,816
-666
637
– –
-107,882
638
– –
-324,203
639
– –
-11,279
640
– –
-79,680
641
– –
-663,729
642
– –
-38,798
643
– –
-106,350
644
– –
-117,285
645
– –
-602,480
646
– –
-38,890
647
– –
-1,667
648
– –
-131,700
649
– –
-272,633
650
– –
-62,310
24 25
26
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