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
$1.36B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$10.9M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.16M
5
GRAF
Graf Global Corp
GRAF
+$7.83M

Top Sells

1
+$16.2M
2
+$16.1M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$9.11M

Sector Composition

1 Financials 26.38%
2 Technology 15.54%
3 Healthcare 8.75%
4 Industrials 7.71%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.94M 0.36%
+494,036
52
$4.9M 0.36%
9,458
+241
53
$4.79M 0.35%
479,041
-151,689
54
$4.74M 0.35%
27,297
-2,568
55
$4.67M 0.34%
91,510
+4,174
56
$4.5M 0.33%
46,170
-4,722
57
$4.5M 0.33%
176,017
+26,391
58
$4.44M 0.33%
4,960
-127
59
$4.42M 0.33%
89,573
+1,903
60
$4.36M 0.32%
10,751
+1,710
61
$4.24M 0.31%
393,952
-104,064
62
$4.07M 0.3%
+410,140
63
$4.02M 0.3%
33,766
+247
64
$4M 0.29%
6,465
-199
65
$3.96M 0.29%
33,652
-331
66
$3.95M 0.29%
+394,770
67
$3.93M 0.29%
14,489
-465
68
$3.92M 0.29%
11,084
+3
69
$3.77M 0.28%
23,001
-1,281
70
$3.62M 0.27%
7,418
+41
71
$3.6M 0.27%
343,270
-15,051
72
$3.6M 0.26%
15,696
-1,061
73
$3.57M 0.26%
44,235
-7,661
74
$3.52M 0.26%
30,071
+2,292
75
$3.5M 0.26%
28,844
-1,685
1 2
3
4 5