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
626
$45.4K ﹤0.01%
503,920
-4,950
627
$44.6K ﹤0.01%
342,800
-13,540
628
$41.4K ﹤0.01%
318,403
-3,200
629
$40.2K ﹤0.01%
251,200
-2,100
630
$38K ﹤0.01%
+586,660
631
$36.4K ﹤0.01%
427,767
-2,850
632
$34.8K ﹤0.01%
217,700
633
$29.8K ﹤0.01%
+363,635
634
$29.7K ﹤0.01%
181,040
-11,000
635
$29.4K ﹤0.01%
156,100
-2,700
636
$28.5K ﹤0.01%
189,901
-850
637
$26.9K ﹤0.01%
168,100
638
$25.9K ﹤0.01%
235,325
-1,300
639
$23.5K ﹤0.01%
+10,411
640
$22.2K ﹤0.01%
+247,018
641
$22K ﹤0.01%
100,000
642
$20.8K ﹤0.01%
+231,600
643
$20.3K ﹤0.01%
169,400
644
$20.2K ﹤0.01%
57,720
645
$18.9K ﹤0.01%
94,500
646
$18.3K ﹤0.01%
141,100
-1,850
647
$17.9K ﹤0.01%
219,070
648
$15.6K ﹤0.01%
339,000
-5,500
649
$14.6K ﹤0.01%
53,450
-1,000
650
$14.3K ﹤0.01%
+40,925
24 25
26
27 28