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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.06M 0.23%
50,869
+217
77
$3.05M 0.23%
52,721
-45
78
$3.05M 0.23%
138,404
-9,681
79
$3.04M 0.23%
63,819
-55
80
$2.97M 0.22%
5,538
+994
81
$2.95M 0.22%
3,043
+177
82
$2.92M 0.22%
271,034
-2,999
83
$2.87M 0.22%
261,205
-12,980
84
$2.87M 0.22%
20,015
-276
85
$2.86M 0.21%
24,621
+3,874
86
$2.84M 0.21%
59,796
87
$2.83M 0.21%
15,987
+2,631
88
$2.83M 0.21%
22,554
+2,707
89
$2.79M 0.21%
19,938
-101
90
$2.79M 0.21%
17,207
+858
91
$2.77M 0.21%
+6,843
92
$2.76M 0.21%
30,167
+1,438
93
$2.7M 0.2%
16,366
-287
94
$2.67M 0.2%
12,924
+2,477
95
$2.6M 0.19%
+72,530
96
$2.56M 0.19%
100,204
+81,204
97
$2.54M 0.19%
37,862
+1,035
98
$2.52M 0.19%
3,880
-63
99
$2.52M 0.19%
12,300
+225
100
$2.5M 0.19%
15,834
+705
2 3
4
5 6