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
126
$2.09M 0.15%
14,165
-2,037
127
$2.08M 0.15%
201,848
128
$2.08M 0.15%
24,833
-3,786
129
$2.08M 0.15%
23,019
-54
130
$2.07M 0.15%
12,351
-3,248
131
$2.05M 0.15%
4,164
-292
132
$2.03M 0.15%
49,735
-312
133
$2.02M 0.15%
3,903
-9
134
$2.01M 0.15%
+200,360
135
$2M 0.15%
6,610
-421
136
$2M 0.15%
23,982
+682
137
$1.99M 0.15%
30,644
+321
138
$1.98M 0.15%
+197,470
139
$1.98M 0.15%
3,392
+790
140
$1.98M 0.15%
34,285
-1,790
141
$1.96M 0.14%
169,900
-40,300
142
$1.96M 0.14%
9,469
-496
143
$1.95M 0.14%
21,806
-1,441
144
$1.92M 0.14%
4,921
+135
145
$1.9M 0.14%
14,971
-866
146
$1.87M 0.14%
16,243
+774
147
$1.86M 0.14%
8,427
-438
148
$1.85M 0.14%
9,396
-3,354
149
$1.81M 0.13%
5,002
-980
150
$1.8M 0.13%
3,666
-716
4 5
6
7 8