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
126
$1.94M 0.15%
38,684
+6,676
127
$1.93M 0.14%
6,827
+2,236
128
$1.92M 0.14%
9,693
+287
129
$1.92M 0.14%
11,733
-176
130
$1.91M 0.14%
15,040
-325
131
$1.91M 0.14%
16,890
+7
132
$1.89M 0.14%
8,971
133
$1.88M 0.14%
15,383
+1,525
134
$1.87M 0.14%
29,609
+2,663
135
$1.84M 0.14%
15,585
-103
136
$1.83M 0.14%
21,858
+1,069
137
$1.83M 0.14%
41,354
-4,146
138
$1.81M 0.14%
29,597
+197
139
$1.8M 0.14%
31,581
+78
140
$1.8M 0.13%
6,906
-361
141
$1.8M 0.13%
19,391
+3,320
142
$1.79M 0.13%
4,484
-338
143
$1.79M 0.13%
7,159
-360
144
$1.78M 0.13%
4,859
-596
145
$1.78M 0.13%
14,456
+576
146
$1.78M 0.13%
32,392
+1,993
147
$1.77M 0.13%
127,303
-1,693
148
$1.76M 0.13%
+13,442
149
$1.74M 0.13%
5,220
+955
150
$1.72M 0.13%
18,637
+723
4 5
6
7 8