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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.62M 0.35%
+450,084
52
$4.57M 0.34%
9,051
+632
53
$4.56M 0.34%
431,271
-20,980
54
$4.45M 0.33%
416,650
+360,040
55
$4.36M 0.33%
85,317
-697
56
$4.29M 0.32%
+428,726
57
$4.27M 0.32%
49,340
+2,294
58
$4.27M 0.32%
23,639
+5,786
59
$4.26M 0.32%
33,152
+863
60
$4.12M 0.31%
86,050
-791
61
$3.96M 0.3%
29,082
-1,991
62
$3.88M 0.29%
+382,502
63
$3.84M 0.29%
6,613
+1,415
64
$3.73M 0.28%
4,899
-1,389
65
$3.73M 0.28%
+364,708
66
$3.65M 0.27%
13,357
-234
67
$3.63M 0.27%
10,487
-36
68
$3.6M 0.27%
18,459
-1,116
69
$3.53M 0.26%
34,775
-236
70
$3.41M 0.26%
8,892
-4
71
$3.37M 0.25%
19,590
+3
72
$3.33M 0.25%
14,614
+2,392
73
$3.22M 0.24%
7,260
+4,478
74
$3.22M 0.24%
64,240
+38,796
75
$3.13M 0.23%
16,777
-59
1 2
3
4 5