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
$1.01B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$7.13M
3
+$5.56M
4
DMYY.U
dMY Squared Technology Group Units
DMYY.U
+$5.17M
5
PTWOU
Pono Capital Two, Inc. Unit
PTWOU
+$4.01M

Top Sells

1
+$9.04M
2
+$8.66M
3
+$6.64M
4
RC
Ready Capital
RC
+$5.04M
5
ISLE
Isleworth Healthcare Acquisition Corporation Common stock
ISLE
+$4.11M

Sector Composition

1 Financials 14.97%
2 Technology 8.99%
3 Healthcare 8.04%
4 Industrials 5.22%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.92M 0.19%
193,752
+68,204
102
$1.91M 0.19%
191,353
+96,846
103
$1.9M 0.19%
15,083
-6,258
104
$1.9M 0.19%
22,023
+7,545
105
$1.89M 0.19%
28,606
+1,466
106
$1.87M 0.18%
186,973
107
$1.86M 0.18%
12,879
-861
108
$1.85M 0.18%
185,740
+171,030
109
$1.82M 0.18%
184,107
-4,167
110
$1.82M 0.18%
19,354
+5,345
111
$1.82M 0.18%
88,395
-926
112
$1.82M 0.18%
28,601
-532
113
$1.81M 0.18%
181,851
+51,651
114
$1.81M 0.18%
41,420
-34
115
$1.79M 0.18%
183,521
-3,555
116
$1.79M 0.18%
181,644
-1,220
117
$1.78M 0.18%
6,083
+202
118
$1.77M 0.17%
4,682
-315
119
$1.77M 0.17%
46,486
-17,451
120
$1.76M 0.17%
7,629
-850
121
$1.76M 0.17%
174,520
-850
122
$1.76M 0.17%
177,162
-900
123
$1.75M 0.17%
20,099
-4,294
124
$1.75M 0.17%
7,644
+844
125
$1.73M 0.17%
172,075
-1,840
3 4
5
6 7