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
851
$938 ﹤0.01%
+23,568
852
$863 ﹤0.01%
+17,256
853
$503 ﹤0.01%
+21,598
854
$501 ﹤0.01%
+12,525
855
$464 ﹤0.01%
23,200
856
$200 ﹤0.01%
20,048
857
$136 ﹤0.01%
+170,601
858
$76 ﹤0.01%
44,828
-1,060
859
$5 ﹤0.01%
46,452
860
– –
-44,200
861
– –
-23,700
862
– –
-12,824
863
– –
-58,800
864
– –
-30,654
865
– –
-33,200
866
– –
-42,420
867
– –
-51,590
868
– –
-26,340
869
– –
-109,635
870
– –
-63,875
871
– –
-2,059
872
– –
-58,658
873
– –
-14,500
874
– –
-32,416
875
– –
-60,333
33 34
35
36 37