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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.19%
18,951
-65
102
$2.46M 0.18%
9,509
-497
103
$2.45M 0.18%
5,861
+18
104
$2.44M 0.18%
26,139
-1,040
105
$2.43M 0.18%
48,746
+6,044
106
$2.37M 0.18%
28,015
-123
107
$2.35M 0.18%
48,259
+3,003
108
$2.34M 0.18%
14,978
+13,510
109
$2.33M 0.17%
14,744
+1,707
110
$2.33M 0.17%
61,428
+1,726
111
$2.18M 0.16%
5,046
+462
112
$2.17M 0.16%
22,767
+1,816
113
$2.16M 0.16%
50,408
+13,765
114
$2.13M 0.16%
5,953
+13
115
$2.13M 0.16%
49,113
-939
116
$2.08M 0.16%
12,320
+1,712
117
$2.07M 0.15%
7,331
-12
118
$2.06M 0.15%
123,718
-9,256
119
$2.04M 0.15%
562
-11
120
$2.03M 0.15%
10,060
-33
121
$2.01M 0.15%
+199,920
122
$2.01M 0.15%
43,173
+11,827
123
$1.98M 0.15%
15,476
-188
124
$1.96M 0.15%
28,592
-577
125
$1.94M 0.15%
6,837
-373
3 4
5
6 7