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
$1.03B
AUM Growth
-$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,058
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$13M
3
+$6.1M
4
VAQC
Vector Acquisition Corporation II Class A Ordinary Shares
VAQC
+$2.58M
5
BFAC
Battery Future Acquisition Corp.
BFAC
+$2.41M

Top Sells

1
+$4.23M
2
+$3.88M
3
+$2.4M
4
CAS.U
Cascade Acquisition Corp. Units, each consisting of one share of Class A Common Stock and one-half o
CAS.U
+$1.83M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.68M

Sector Composition

1 Financials 13.65%
2 Technology 9.49%
3 Healthcare 8.61%
4 Consumer Discretionary 4.85%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$188K 0.02%
18,830
-1,740
852
$188K 0.02%
+18,999
853
$187K 0.02%
18,980
854
$184K 0.02%
18,876
855
$183K 0.02%
18,760
856
$175K 0.02%
17,843
+7,843
857
$171K 0.02%
12,861
-1,366
858
$170K 0.02%
19,413
-6,994
859
$169K 0.02%
17,307
860
$166K 0.02%
16,734
+5,360
861
$166K 0.02%
16,900
+2,900
862
$164K 0.02%
16,400
-3,910
863
$163K 0.02%
+16,700
864
$161K 0.02%
16,404
865
$160K 0.02%
13,281
-5,208
866
$158K 0.02%
+11,280
867
$157K 0.02%
+16,000
868
$156K 0.02%
15,770
-5,000
869
$153K 0.01%
15,600
-5,000
870
$148K 0.01%
14,900
-8,100
871
$147K 0.01%
+14,805
872
$147K 0.01%
10,026
-568
873
$146K 0.01%
14,416
-5,959
874
$145K 0.01%
14,470
-1,100
875
$145K 0.01%
14,700
-1,200
33 34
35
36 37