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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$170K 0.02%
16,900
777
$167K 0.02%
14,500
778
$165K 0.02%
16,404
779
$160K 0.01%
13,144
+2,507
780
$153K 0.01%
14,900
781
$145K 0.01%
14,460
-4,300
782
$142K 0.01%
13,830
783
$137K 0.01%
13,794
-4,438
784
$137K 0.01%
+11,196
785
$136K 0.01%
13,540
-3,770
786
$135K 0.01%
13,370
787
$132K 0.01%
12,900
-70
788
$128K 0.01%
27,656
-10,721
789
$124K 0.01%
12,202
790
$122K 0.01%
11,920
-1,000
791
$120K 0.01%
12,870
-62
792
$118K 0.01%
23,819
+6,638
793
$108K 0.01%
13,158
+3,158
794
$107K 0.01%
10,600
795
$106K 0.01%
48,208
+6,455
796
$103K 0.01%
10,300
797
$100K 0.01%
10,001
798
$96.3K 0.01%
13,222
799
$91.8K 0.01%
17,594
-17,469
800
$76.5K 0.01%
14,690
+1,000
30 31
32
33 34