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
151
$1.53M 0.15%
155,595
152
$1.52M 0.15%
151,400
-9,250
153
$1.52M 0.15%
+154,983
154
$1.51M 0.15%
17,658
+2,407
155
$1.5M 0.15%
153,792
+14,679
156
$1.5M 0.15%
11,139
+1,825
157
$1.49M 0.14%
8,635
+1,379
158
$1.48M 0.14%
24,442
-1,563
159
$1.48M 0.14%
11,619
-769
160
$1.48M 0.14%
151,597
+53,685
161
$1.48M 0.14%
28,319
-1,076
162
$1.48M 0.14%
32,074
+4,842
163
$1.47M 0.14%
14,847
-217
164
$1.47M 0.14%
8,418
+1,892
165
$1.47M 0.14%
+150,000
166
$1.47M 0.14%
+147,840
167
$1.47M 0.14%
31,972
+4,914
168
$1.46M 0.14%
148,417
+66,657
169
$1.44M 0.14%
146,505
-6,086
170
$1.44M 0.14%
143,640
171
$1.43M 0.14%
47,077
+3,544
172
$1.42M 0.14%
144,992
-400
173
$1.42M 0.14%
142,700
-31,400
174
$1.41M 0.14%
10,172
-628
175
$1.41M 0.14%
140,170
-10,370
5 6
7
8 9