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
151
$1.45M 0.14%
5,323
-74
152
$1.44M 0.14%
13,679
+6,729
153
$1.43M 0.14%
25,589
-2,491
154
$1.42M 0.14%
132,695
-3,500
155
$1.41M 0.14%
12,746
+98
156
$1.4M 0.14%
19,314
-3,027
157
$1.4M 0.14%
128,600
158
$1.4M 0.14%
11,803
-26
159
$1.38M 0.13%
14,441
-10
160
$1.38M 0.13%
16,879
+7,546
161
$1.37M 0.13%
22,761
+978
162
$1.37M 0.13%
5,996
-78
163
$1.36M 0.13%
12,153
+383
164
$1.36M 0.13%
18,467
-524
165
$1.36M 0.13%
6,525
+49
166
$1.34M 0.13%
4,598
+150
167
$1.34M 0.13%
22,947
-927
168
$1.33M 0.13%
100,584
169
$1.33M 0.13%
36,603
+4,847
170
$1.32M 0.13%
39,315
+215
171
$1.32M 0.13%
14,062
-890
172
$1.32M 0.13%
23,832
-39
173
$1.32M 0.13%
8,282
-662
174
$1.3M 0.13%
17,468
-1,505
175
$1.3M 0.13%
153,175
-23,461
5 6
7
8 9