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SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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 +$15M
2 +$11.5M
3 +$10.8M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.1M
5
GRAF
Graf Global Corp
GRAF
+$7.82M

Sector Composition

1 Financials 26.38%
2 Technology 18.26%
3 Healthcare 8.75%
4 Consumer Discretionary 5.36%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$80 ﹤0.01%
38,112
677
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678
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679
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680
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681
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684
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685
-1,222
686
-6,933
687
-6,433
688
-2,158
689
-867
690
-2,014
691
-728
692
-2,058
693
-14,563
694
-7,925
695
-10,049
696
-10,613
697
-2,780
698
-6,788
699
-4,054
700
-78,897