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
651
$12.8K ﹤0.01%
91,325
652
$12.6K ﹤0.01%
105,350
653
$12K ﹤0.01%
109,390
-4,400
654
$11.7K ﹤0.01%
242,600
-2,000
655
$11.2K ﹤0.01%
123,100
656
$9.63K ﹤0.01%
+137,568
657
$4.74K ﹤0.01%
45,500
658
$4.4K ﹤0.01%
148,035
-1,000
659
$3.75K ﹤0.01%
25,000
660
$3.64K ﹤0.01%
+30,300
661
$3.53K ﹤0.01%
318,403
-3,200
662
$2.75K ﹤0.01%
17,200
663
$2.56K ﹤0.01%
94,500
664
$2.54K ﹤0.01%
84,700
665
$2.37K ﹤0.01%
33,807
666
$2.28K ﹤0.01%
61,550
667
$2.21K ﹤0.01%
181,040
-11,000
668
$2.08K ﹤0.01%
37,723
-6,833
669
$1.84K ﹤0.01%
33,392
-400
670
$1.61K ﹤0.01%
109,390
-4,400
671
$1.09K ﹤0.01%
45,500
672
$1.07K ﹤0.01%
105,350
673
$675 ﹤0.01%
20,775
674
$403 ﹤0.01%
18,818
675
$360 ﹤0.01%
35,250
25 26
27
28 29