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
$1.01B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$7.13M
3
+$5.56M
4
DMYY.U
dMY Squared Technology Group Units
DMYY.U
+$5.17M
5
PTWOU
Pono Capital Two, Inc. Unit
PTWOU
+$4.01M

Top Sells

1
+$9.04M
2
+$8.66M
3
+$6.64M
4
RC
Ready Capital
RC
+$5.04M
5
ISLE
Isleworth Healthcare Acquisition Corporation Common stock
ISLE
+$4.11M

Sector Composition

1 Financials 14.97%
2 Technology 8.99%
3 Healthcare 8.04%
4 Industrials 5.22%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$339K 0.03%
1,513
+123
652
$338K 0.03%
+1,986
653
$336K 0.03%
12,599
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$333K 0.03%
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655
$333K 0.03%
3,950
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656
$333K 0.03%
33,808
657
$332K 0.03%
3,959
-127
658
$332K 0.03%
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-895
659
$331K 0.03%
1,092
+432
660
$331K 0.03%
1,237
-322
661
$330K 0.03%
33,673
-1,831
662
$330K 0.03%
40,000
663
$330K 0.03%
3,690
+489
664
$330K 0.03%
33,890
665
$330K 0.03%
33,200
666
$329K 0.03%
2,086
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667
$329K 0.03%
33,165
668
$328K 0.03%
32,650
669
$327K 0.03%
+10,983
670
$326K 0.03%
1,479
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671
$326K 0.03%
32,976
672
$325K 0.03%
28,990
+11,710
673
$324K 0.03%
32,090
-1,000
674
$324K 0.03%
32,700
-380
675
$324K 0.03%
32,984
-44
25 26
27
28 29