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
801
$225K 0.02%
351,336
802
$224K 0.02%
8,583
-1,006
803
$224K 0.02%
+7,112
804
$224K 0.02%
+5,220
805
$224K 0.02%
+8,187
806
$224K 0.02%
787
+122
807
$223K 0.02%
44,720
808
$222K 0.02%
14,423
-37,532
809
$221K 0.02%
22,000
-3,000
810
$218K 0.02%
7,417
-24,427
811
$217K 0.02%
+1,548
812
$216K 0.02%
+706
813
$216K 0.02%
5,366
-980
814
$216K 0.02%
21,130
815
$215K 0.02%
+2,624
816
$214K 0.02%
+3,977
817
$214K 0.02%
8,669
+7
818
$214K 0.02%
21,650
819
$213K 0.02%
3,603
-273
820
$212K 0.02%
2,357
821
$211K 0.02%
+4,442
822
$210K 0.02%
1,539
-1,131
823
$209K 0.02%
+2,876
824
$209K 0.02%
2,753
-64
825
$208K 0.02%
+977
31 32
33
34 35