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
51
$2.94M 0.29%
11,429
52
$2.92M 0.29%
12,401
+5,600
53
$2.87M 0.28%
+283,445
54
$2.87M 0.28%
68,494
+1,491
55
$2.84M 0.28%
234,160
-10,070
56
$2.84M 0.28%
285,834
+130,851
57
$2.75M 0.27%
279,119
+54,492
58
$2.73M 0.27%
277,343
+259,500
59
$2.7M 0.27%
19,981
+93
60
$2.69M 0.27%
28,258
+3,549
61
$2.64M 0.26%
266,328
+3,484
62
$2.6M 0.26%
263,332
+5,677
63
$2.59M 0.25%
+1,261,283
64
$2.58M 0.25%
261,321
-1,250
65
$2.58M 0.25%
262,534
+185,509
66
$2.5M 0.25%
252,870
+4,630
67
$2.49M 0.25%
24,249
-4,684
68
$2.48M 0.24%
+246,700
69
$2.44M 0.24%
242,115
70
$2.41M 0.24%
244,372
-8
71
$2.39M 0.24%
23,362
+534
72
$2.34M 0.23%
58,511
-2,329
73
$2.32M 0.23%
7,184
+2,299
74
$2.32M 0.23%
14,696
-1,456
75
$2.3M 0.23%
8,361
+399
1 2
3
4 5