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
$1.36B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$10.9M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.16M
5
GRAF
Graf Global Corp
GRAF
+$7.83M

Top Sells

1
+$16.2M
2
+$16.1M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$9.11M

Sector Composition

1 Financials 26.38%
2 Technology 15.54%
3 Healthcare 8.75%
4 Industrials 7.71%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.43M 0.18%
61,342
-812
102
$2.43M 0.18%
8,882
-6,696
103
$2.4M 0.18%
36,455
+17
104
$2.4M 0.18%
220,996
-7,008
105
$2.39M 0.18%
+236,800
106
$2.35M 0.17%
21,890
-777
107
$2.33M 0.17%
19,901
+58
108
$2.33M 0.17%
7,219
-13
109
$2.31M 0.17%
14,239
+3,131
110
$2.3M 0.17%
6,651
+636
111
$2.3M 0.17%
19,886
+1,210
112
$2.29M 0.17%
10,669
-1,343
113
$2.27M 0.17%
14,564
-543
114
$2.26M 0.17%
3,639
-161
115
$2.26M 0.17%
11,545
-392
116
$2.25M 0.17%
3,856
+238
117
$2.24M 0.17%
23,415
118
$2.22M 0.16%
21,892
+10,283
119
$2.2M 0.16%
9,560
+227
120
$2.19M 0.16%
7,196
+322
121
$2.14M 0.16%
29,791
+340
122
$2.13M 0.16%
7,666
+134
123
$2.13M 0.16%
10,307
-232
124
$2.11M 0.16%
501
-49
125
$2.09M 0.15%
50,062
+1,483
3 4
5
6 7