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
1026
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1027
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1028
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1029
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1030
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1031
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1032
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1033
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1034
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1035
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1036
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1037
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-109,635
1038
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1039
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-157,921
1040
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1041
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1042
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1043
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1044
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1045
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1046
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1047
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-23,885
1048
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1049
– –
-137,720
1050
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-244,372
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