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
126
$1.67M 0.16%
7,185
-411
127
$1.66M 0.16%
20,070
-1,020
128
$1.66M 0.16%
168,301
-4,650
129
$1.62M 0.16%
755
+22
130
$1.62M 0.16%
27,140
-2,534
131
$1.62M 0.16%
32,105
+4
132
$1.61M 0.16%
41,117
-13,045
133
$1.61M 0.16%
30,674
+4,233
134
$1.6M 0.16%
26,589
135
$1.6M 0.16%
8,782
-1,130
136
$1.6M 0.16%
20,731
+1,069
137
$1.59M 0.15%
9,391
+201
138
$1.59M 0.15%
318,800
-29,710
139
$1.58M 0.15%
4,885
+521
140
$1.58M 0.15%
161,253
-6,913
141
$1.57M 0.15%
30,927
+13,404
142
$1.57M 0.15%
8,313
-275
143
$1.56M 0.15%
17,122
+2,791
144
$1.56M 0.15%
+157,921
145
$1.55M 0.15%
156,790
+13,000
146
$1.54M 0.15%
18,870
+2,407
147
$1.54M 0.15%
157,092
-10,299
148
$1.53M 0.15%
156,620
-1,880
149
$1.53M 0.15%
6,800
-55
150
$1.53M 0.15%
+156,050
4 5
6
7 8