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
151
$1.71M 0.13%
45,415
+2,869
152
$1.69M 0.13%
19,283
+1,493
153
$1.68M 0.13%
3,686
-101
154
$1.66M 0.12%
9,831
+2,859
155
$1.64M 0.12%
61,423
-12,688
156
$1.62M 0.12%
514
-8
157
$1.61M 0.12%
100,922
158
$1.61M 0.12%
+23,765
159
$1.6M 0.12%
37,024
+2,831
160
$1.59M 0.12%
5,220
+583
161
$1.59M 0.12%
+6,843
162
$1.57M 0.12%
21,701
+6,897
163
$1.57M 0.12%
3,687
+199
164
$1.56M 0.12%
26,987
-3,993
165
$1.56M 0.12%
23,336
+258
166
$1.55M 0.12%
21,602
-421
167
$1.55M 0.12%
22,515
+1,803
168
$1.55M 0.12%
6,073
-200
169
$1.54M 0.12%
16,398
-3,131
170
$1.53M 0.11%
2,914
-514
171
$1.51M 0.11%
11,623
+375
172
$1.5M 0.11%
4,816
+869
173
$1.5M 0.11%
5,987
-51
174
$1.49M 0.11%
8,535
+472
175
$1.48M 0.11%
7,086
+5,793
5 6
7
8 9