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SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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
+$21.7M
2
+$13.1M
3
+$9.92M
4
AAPL icon
Apple
AAPL
+$7.53M
5
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.42M

Top Sells

1
+$9.44M
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
+$5.19M

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
1001
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-373,718
1002
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1003
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-71,000
1004
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-156,050
1005
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-87,660
1006
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-133,750
1007
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-85,200
1008
– –
-211,467
1009
– –
-88,477
1010
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-34,812
1011
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-136,305
1012
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-32,090
1013
– –
-16,400
1014
– –
-23,200
1015
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-23,200
1016
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-115,914
1017
– –
-36,997
1018
– –
-83,970
1019
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-74,914
1020
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-11,600
1021
– –
-65,590
1022
– –
-149,660
1023
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-30,378
1024
– –
-53,360
1025
– –
-117,005
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