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
$1.03B
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13M
3
+$6.1M
4
VAQC
Vector Acquisition Corporation II Class A Ordinary Shares
VAQC
+$2.58M
5
BFAC
Battery Future Acquisition Corp.
BFAC
+$2.41M

Top Sells

1
+$4.23M
2
+$3.88M
3
+$2.4M
4
CAS.U
Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o
CAS.U
+$1.83M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M

Sector Composition

1 Financials 13.65%
2 Technology 9.49%
3 Healthcare 8.61%
4 Consumer Discretionary 4.85%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.04M 0.3%
303,080
-18,350
52
$2.92M 0.28%
7,962
+498
53
$2.85M 0.28%
285,950
-9,150
54
$2.67M 0.26%
13,586
-1,503
55
$2.63M 0.26%
46,136
+39,211
56
$2.59M 0.25%
60,840
-1,019
57
$2.58M 0.25%
263,549
-3,991
58
$2.58M 0.25%
+262,844
59
$2.56M 0.25%
262,571
-9,820
60
$2.54M 0.25%
17,574
-1,201
61
$2.52M 0.25%
257,655
+1,855
62
$2.5M 0.24%
257,871
+930
63
$2.48M 0.24%
252,486
+167,376
64
$2.46M 0.24%
19,888
-1,009
65
$2.44M 0.24%
248,240
+53,440
66
$2.43M 0.24%
17,664
67
$2.41M 0.23%
+242,115
68
$2.4M 0.23%
244,380
-3,664
69
$2.4M 0.23%
240,205
-6,893
70
$2.38M 0.23%
4,997
+685
71
$2.37M 0.23%
57,963
-58,856
72
$2.32M 0.23%
238,116
-8,013
73
$2.31M 0.23%
13,740
-1,226
74
$2.31M 0.22%
20,899
+1,160
75
$2.29M 0.22%
16,152
+431
1 2
3
4 5