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
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$5.72M
4
HYAC icon
Haymaker Acquisition Corp 4
HYAC
+$5.23M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$4.51M

Top Sells

1
+$17M
2
+$10.3M
3
+$8.31M
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 22.22%
2 Technology 13.86%
3 Healthcare 9.98%
4 Industrials 7.7%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.58M 0.35%
66,648
-387
52
$3.26M 0.32%
309,920
+195,370
53
$3.26M 0.32%
10,613
-780
54
$3.2M 0.31%
35,990
-1,221
55
$3.16M 0.31%
301,046
-201,928
56
$3.05M 0.3%
285,896
-5,170
57
$3.03M 0.29%
25,793
+51
58
$3.03M 0.29%
33,278
+9,054
59
$2.98M 0.29%
14,673
+470
60
$2.93M 0.28%
52,517
-2,668
61
$2.91M 0.28%
67,266
+4,503
62
$2.9M 0.28%
128,849
-23,567
63
$2.9M 0.28%
45,013
+3,412
64
$2.81M 0.27%
13,925
-293
65
$2.81M 0.27%
5,550
+302
66
$2.8M 0.27%
66,341
67
$2.73M 0.26%
32,920
-440
68
$2.73M 0.26%
+265,600
69
$2.69M 0.26%
18,423
+1,725
70
$2.69M 0.26%
50,394
+1,683
71
$2.68M 0.26%
8,856
+863
72
$2.68M 0.26%
+264,370
73
$2.67M 0.26%
30,746
-2,297
74
$2.63M 0.26%
19,618
-323
75
$2.61M 0.25%
16,995
1 2
3
4 5