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
76
$2.29M 0.22%
24,709
-1,348
77
$2.28M 0.22%
40,876
+3,849
78
$2.27M 0.22%
22,940
-356
79
$2.27M 0.22%
+232,350
80
$2.26M 0.22%
13,717
+3,215
81
$2.25M 0.22%
24,393
+12,846
82
$2.23M 0.22%
8,139
-200
83
$2.21M 0.22%
224,627
+76,187
84
$2.2M 0.21%
225,200
+510
85
$2.2M 0.21%
225,515
-4,843
86
$2.19M 0.21%
28,264
-2,417
87
$2.17M 0.21%
222,875
+125,000
88
$2.15M 0.21%
+220,021
89
$2.11M 0.21%
214,542
-8,913
90
$2.09M 0.2%
8,479
+1,028
91
$2.09M 0.2%
29,133
-1,117
92
$2.08M 0.2%
12,120
-630
93
$2.05M 0.2%
22,828
-1,505
94
$2.02M 0.2%
14,318
-939
95
$2.02M 0.2%
+207,800
96
$1.97M 0.19%
140,444
-7,248
97
$1.97M 0.19%
23,286
-5,098
98
$1.96M 0.19%
41,454
-1,075
99
$1.96M 0.19%
199,065
-3,700
100
$1.96M 0.19%
201,417
+59,507
2 3
4
5 6