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
901
$92K 0.01%
13,690
902
$90K 0.01%
10,637
-6,097
903
$78K 0.01%
10,325
904
$78K 0.01%
16,673
+782
905
$78K 0.01%
85,667
-12,250
906
$75K 0.01%
41,753
-58
907
$73K 0.01%
10,000
-2,317
908
$70K 0.01%
17,181
+3,521
909
$69K 0.01%
10,169
-9,244
910
$66K 0.01%
531
+46
911
$56K 0.01%
18,743
-6,887
912
$56K 0.01%
+151,470
913
$55K 0.01%
57
914
$53K 0.01%
+16,103
915
$53K 0.01%
10,000
916
$53K 0.01%
16,370
+3,702
917
$48K ﹤0.01%
+2,366
918
$48K ﹤0.01%
1,655
-277
919
$43K ﹤0.01%
18,425
-143,176
920
$41K ﹤0.01%
+371
921
$37K ﹤0.01%
10,305
922
$35K ﹤0.01%
+15,697
923
$21K ﹤0.01%
210,280
924
$17K ﹤0.01%
68,235
-180
925
$15K ﹤0.01%
+171,030
35 36
37
38 39