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
701
$301K 0.03%
30,378
-2,650
702
$299K 0.03%
3,711
-1,791
703
$299K 0.03%
12,780
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704
$298K 0.03%
+30,300
705
$297K 0.03%
31,103
+1,451
706
$296K 0.03%
2,818
-2
707
$296K 0.03%
6,765
-13,110
708
$295K 0.03%
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709
$294K 0.03%
8,290
-1,337
710
$293K 0.03%
10,364
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711
$293K 0.03%
1,050
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712
$292K 0.03%
1,112
-87
713
$292K 0.03%
1,906
-1,042
714
$292K 0.03%
29,370
-1,150
715
$291K 0.03%
6,104
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716
$291K 0.03%
2,736
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717
$290K 0.03%
29,390
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718
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+2,318
719
$289K 0.03%
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720
$289K 0.03%
2,654
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721
$289K 0.03%
+35,603
722
$288K 0.03%
4,761
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723
$288K 0.03%
1,392
724
$286K 0.03%
5,723
-9,517
725
$286K 0.03%
28,979
-2,370
27 28
29
30 31