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SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Est. Return
8.73%
This Fund
S&P 500
1 Year Est. Return
+8.73%
AUM
$1.03B
AUM Growth
-$81.2M
(-7.3%)
Holding
741
Top Buys
| 1 | +$13.9M | |
| 2 | +$10.7M | |
| 3 | +$5.59M | |
| 4 |
HYAC
Haymaker Acquisition Corp 4
HYAC
|
+$5.23M |
| 5 |
APGB
Apollo Strategic Growth Capital II
APGB
|
+$4.47M |
Top Sells
| 1 | +$17M | |
| 2 | +$10.3M | |
| 3 | +$8.3M | |
| 4 |
PLMJ
Plum Acquisition Corp. III Class A Ordinary Shares
PLMJ
|
+$6.89M |
| 5 |
CNDA
Concord Acquisition Corp II
CNDA
|
+$6.18M |
Sector Composition
| 1 | Financials | 22.01% |
| 2 | Technology | 15.76% |
| 3 | Healthcare | 9.98% |
| 4 | Industrials | 6% |
| 5 | Consumer Discretionary | 5.58% |