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
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$5.72M
4
HYAC icon
Haymaker Acquisition Corp 4
HYAC
+$5.23M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$4.51M

Top Sells

1
+$17M
2
+$10.3M
3
+$8.31M
4
PLMJ
Plum Acquisition Corp. III Class A Ordinary Shares
PLMJ
+$6.89M
5
CNDA
Concord Acquisition Corp II
CNDA
+$6.18M

Sector Composition

1 Financials 22.22%
2 Technology 13.86%
3 Healthcare 9.98%
4 Industrials 7.7%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.25%
20,116
+2,877
77
$2.57M 0.25%
58,789
+45,729
78
$2.5M 0.24%
16,065
-4,943
79
$2.43M 0.24%
14,431
+103
80
$2.43M 0.24%
26,228
+4,503
81
$2.4M 0.23%
232,600
-2,600
82
$2.39M 0.23%
229,125
-1,970
83
$2.3M 0.22%
218,039
-400
84
$2.29M 0.22%
10,775
+307
85
$2.29M 0.22%
42,663
-1,159
86
$2.26M 0.22%
12,628
-779
87
$2.23M 0.22%
151,908
+13,425
88
$2.22M 0.21%
49,993
+779
89
$2.2M 0.21%
8,774
+1,739
90
$2.16M 0.21%
5,721
-13
91
$2.11M 0.2%
199,777
-13,329
92
$2.1M 0.2%
15,316
+729
93
$2.08M 0.2%
134,388
-4,200
94
$2.07M 0.2%
19,345
-1,108
95
$2.07M 0.2%
4,050
+287
96
$2.06M 0.2%
39,446
+4,414
97
$2.06M 0.2%
6,019
-820
98
$2.05M 0.2%
16,187
-421
99
$2.05M 0.2%
28,505
+280
100
$2.05M 0.2%
21,709
+7,368
2 3
4
5 6