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
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$5.72M
4
HYAC icon
Haymaker Acquisition Corp 4
HYAC
+$5.23M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$4.51M

Top Sells

1
+$17M
2
+$10.3M
3
+$8.31M
4
PLMJ
Plum Acquisition Corp. III Class A Ordinary Shares
PLMJ
+$6.89M
5
CNDA
Concord Acquisition Corp II
CNDA
+$6.18M

Sector Composition

1 Financials 22.22%
2 Technology 13.86%
3 Healthcare 9.98%
4 Industrials 7.7%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.2%
4,652
+219
102
$1.99M 0.19%
7,400
+1,588
103
$1.96M 0.19%
8,908
+1,158
104
$1.93M 0.19%
7,329
-36
105
$1.93M 0.19%
28,201
+1,941
106
$1.93M 0.19%
11,087
+648
107
$1.93M 0.19%
5,958
+10
108
$1.92M 0.19%
32,871
-1,297
109
$1.91M 0.19%
182,349
+250
110
$1.9M 0.18%
183,000
+3,600
111
$1.9M 0.18%
21,501
+1,021
112
$1.89M 0.18%
21,184
+210
113
$1.85M 0.18%
86,241
114
$1.83M 0.18%
+171,400
115
$1.81M 0.18%
174,957
-74,526
116
$1.79M 0.17%
582
-33
117
$1.79M 0.17%
10,220
-109
118
$1.78M 0.17%
10,524
+442
119
$1.77M 0.17%
8,504
-3,076
120
$1.77M 0.17%
11,833
+1,552
121
$1.76M 0.17%
16,646
-168
122
$1.76M 0.17%
14,684
-17
123
$1.74M 0.17%
+100,922
124
$1.73M 0.17%
6,319
+2
125
$1.72M 0.17%
5,299
-45
3 4
5
6 7