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
776
$243K 0.02%
2,670
-145
777
$243K 0.02%
24,100
778
$242K 0.02%
+9,151
779
$242K 0.02%
24,436
-250
780
$241K 0.02%
+1,903
781
$238K 0.02%
3,928
-254
782
$238K 0.02%
746
-22
783
$238K 0.02%
23,730
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784
$238K 0.02%
24,164
785
$236K 0.02%
23,700
-1,378
786
$234K 0.02%
+5,611
787
$233K 0.02%
1,045
+44
788
$233K 0.02%
1,509
-250
789
$233K 0.02%
957
-86
790
$233K 0.02%
18,215
-17,905
791
$233K 0.02%
23,489
792
$233K 0.02%
23,885
-1,000
793
$232K 0.02%
4,704
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794
$231K 0.02%
23,450
795
$230K 0.02%
2,364
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796
$230K 0.02%
6,157
-319
797
$230K 0.02%
+5,211
798
$230K 0.02%
23,200
799
$227K 0.02%
+2,302
800
$226K 0.02%
25,102
-58,864
30 31
32
33 34