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
101
$1.94M 0.19%
62,276
-11,209
102
$1.91M 0.19%
24,808
-4,231
103
$1.85M 0.18%
188,274
-6,414
104
$1.85M 0.18%
186,973
-20,175
105
$1.85M 0.18%
3,402
-132
106
$1.84M 0.18%
12,944
+3,322
107
$1.84M 0.18%
89,321
+72,811
108
$1.83M 0.18%
185,502
+9,931
109
$1.82M 0.18%
187,076
-6,530
110
$1.8M 0.18%
138,801
-987
111
$1.79M 0.17%
182,864
+550
112
$1.76M 0.17%
+179,800
113
$1.75M 0.17%
175,370
-8,370
114
$1.75M 0.17%
7,776
+285
115
$1.75M 0.17%
5,881
+292
116
$1.75M 0.17%
178,062
-5,420
117
$1.74M 0.17%
27,709
+5,643
118
$1.74M 0.17%
173,915
-25,510
119
$1.73M 0.17%
31,844
-1,092
120
$1.73M 0.17%
171,930
121
$1.72M 0.17%
18,485
-521
122
$1.71M 0.17%
171,030
-8,770
123
$1.7M 0.17%
3,952
+10
124
$1.68M 0.16%
171,648
-3,000
125
$1.67M 0.16%
5,129
-720
3 4
5
6 7