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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.87M 0.17%
185,480
-260
127
$1.83M 0.17%
89,141
+746
128
$1.82M 0.17%
178,965
-12,388
129
$1.82M 0.17%
138,085
-890
130
$1.82M 0.17%
13,547
+1,576
131
$1.8M 0.16%
181,143
-2,378
132
$1.8M 0.16%
171,930
133
$1.8M 0.16%
7,629
-15
134
$1.79M 0.16%
+175,900
135
$1.78M 0.16%
17,249
+5,250
136
$1.77M 0.16%
21,297
-287
137
$1.77M 0.16%
172,075
138
$1.76M 0.16%
170,920
-3,600
139
$1.76M 0.16%
18,821
+1,600
140
$1.76M 0.16%
34,353
+9,853
141
$1.75M 0.16%
175,562
-1,600
142
$1.75M 0.16%
27,470
+5,046
143
$1.75M 0.16%
5,271
+19
144
$1.75M 0.16%
4,071
-462
145
$1.71M 0.16%
9,132
+1,331
146
$1.69M 0.15%
31,669
-620
147
$1.69M 0.15%
30,170
+4,280
148
$1.67M 0.15%
165,821
-4,112
149
$1.67M 0.15%
37,484
-3,936
150
$1.67M 0.15%
165,605
4 5
6
7 8