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
826
$9.32K ﹤0.01%
+211,837
827
$8.43K ﹤0.01%
+205,597
828
$8.34K ﹤0.01%
+166,759
829
$6.83K ﹤0.01%
+227,520
830
$6.4K ﹤0.01%
+107,696
831
$5.29K ﹤0.01%
+17,630
832
$4.48K ﹤0.01%
1,667
833
$3.83K ﹤0.01%
63,903
-81,500
834
$3.7K ﹤0.01%
+74,826
835
$3.36K ﹤0.01%
96,035
836
$3.19K ﹤0.01%
+203,018
837
$3K ﹤0.01%
50,000
838
$2.64K ﹤0.01%
52,731
-2,733
839
$2.29K ﹤0.01%
+28,639
840
$2.27K ﹤0.01%
+50,552
841
$1.92K ﹤0.01%
+47,879
842
$1.6K ﹤0.01%
85,515
843
$1.58K ﹤0.01%
36,075
844
$1.45K ﹤0.01%
+26,087
845
$1.42K ﹤0.01%
+28,320
846
$1.37K ﹤0.01%
30,004
-1,530
847
$1.31K ﹤0.01%
+65,500
848
$1.02K ﹤0.01%
17,453
849
$958 ﹤0.01%
+11,279
850
$950 ﹤0.01%
17,455
-1,484
32 33
34
35 36