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
126
$1.72M 0.17%
16,699
-73
127
$1.71M 0.17%
4,379
-529
128
$1.69M 0.16%
12,046
+877
129
$1.66M 0.16%
31,530
+2,091
130
$1.65M 0.16%
19,004
+4,553
131
$1.63M 0.16%
45,989
+3,301
132
$1.62M 0.16%
32,868
+28
133
$1.62M 0.16%
10,716
-909
134
$1.57M 0.15%
23,919
+1,146
135
$1.56M 0.15%
22,695
+17,963
136
$1.56M 0.15%
40,291
-6,511
137
$1.55M 0.15%
7,501
-64
138
$1.55M 0.15%
26,655
+3,503
139
$1.54M 0.15%
8,736
+400
140
$1.52M 0.15%
55,348
+4,187
141
$1.51M 0.15%
4,013
-76
142
$1.51M 0.15%
33,658
-6,533
143
$1.5M 0.15%
10,825
+797
144
$1.49M 0.14%
3,648
-57
145
$1.49M 0.14%
18,372
-1,121
146
$1.49M 0.14%
587
-3
147
$1.48M 0.14%
3,977
+157
148
$1.48M 0.14%
2,515
+32
149
$1.47M 0.14%
135,600
-5,500
150
$1.45M 0.14%
3,388
+687
4 5
6
7 8