SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Return
8.72%
This Quarter Return
+2.51%
1 Year Return
+8.72%
3 Year Return
+36.09%
5 Year Return
–
10 Year Return
–
AUM
$1.33B
AUM Growth
-$8.95M
(-0.67%)
Cap. Flow
-$29.7M
Cap. Flow
% of AUM
-2.24%
Top 10 Holdings %
Top 10 Hldgs %
26.69%
Holding
710
New
48
Increased
237
Reduced
304
Closed
63
Top Buys
| 1 |
GPATU
GP-Act III Acquisition Corp. Units
GPATU
|
$16.1M |
| 2 |
LEGT
Legato Merger Corp III
LEGT
|
$15.8M |
| 3 |
ALFUU
Centurion Acquisition Corp. Unit
ALFUU
|
$15.4M |
| 4 |
CUBWU
Lionheart Holdings Unit
CUBWU
|
$11.6M |
| 5 |
RFAIU
RF Acquisition Corp II Unit
RFAIU
|
$8.26M |
Top Sells
Sector Composition
| 1 | Financials | 26.56% |
| 2 | Technology | 15.39% |
| 3 | Healthcare | 9.55% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Industrials | 4.77% |
