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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$16.1K ﹤0.01%
100,500
627
$15.6K ﹤0.01%
129,000
628
$15.1K ﹤0.01%
126,100
629
$14.8K ﹤0.01%
+360,800
630
$14.3K ﹤0.01%
57,720
-1,000
631
$14K ﹤0.01%
+260,400
632
$12.1K ﹤0.01%
37,660
-15
633
$11.5K ﹤0.01%
113,790
-1,000
634
$11.2K ﹤0.01%
373,150
635
$10.5K ﹤0.01%
58,550
-1,000
636
$9.49K ﹤0.01%
105,350
637
$7.92K ﹤0.01%
31,678
638
$6.94K ﹤0.01%
63,050
639
$6.32K ﹤0.01%
46,500
640
$5.28K ﹤0.01%
323,603
641
$4.61K ﹤0.01%
44,556
642
$4.05K ﹤0.01%
33,792
643
$3.85K ﹤0.01%
90,550
644
$3.38K ﹤0.01%
33,807
645
$3.34K ﹤0.01%
55,191
646
$3.18K ﹤0.01%
109,700
-3,800
647
$2.8K ﹤0.01%
192,040
-2,630
648
$2.75K ﹤0.01%
+25,000
649
$2.01K ﹤0.01%
100,500
650
$1.97K ﹤0.01%
39,337
24 25
26
27 28