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
$1.33B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
RFAIU
RF Acquisition Corp II Unit
RFAIU
+$8.26M

Top Sells

1
+$21.6M
2
+$17.9M
3
+$15.2M
4
USAR
USA Rare Earth Inc
USAR
+$8.68M
5
NETD icon
Nabors Energy Transition Corp II
NETD
+$8.3M

Sector Composition

1 Financials 23.62%
2 Technology 15.39%
3 Healthcare 9.55%
4 Industrials 7.71%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.7M 0.13%
18,433
+1,543
152
$1.7M 0.13%
13,360
-82
153
$1.69M 0.13%
3,618
-68
154
$1.68M 0.13%
9,675
-385
155
$1.67M 0.13%
30,323
-8,361
156
$1.65M 0.12%
15,469
+974
157
$1.63M 0.12%
25,728
-3,881
158
$1.62M 0.12%
11,108
-3,636
159
$1.61M 0.12%
20,152
+869
160
$1.6M 0.12%
16,081
+698
161
$1.59M 0.12%
4,786
-73
162
$1.59M 0.12%
2,907
-7
163
$1.58M 0.12%
33,394
+1,002
164
$1.57M 0.12%
7,952
+5,584
165
$1.55M 0.12%
26,153
-834
166
$1.55M 0.12%
9,392
+857
167
$1.54M 0.12%
5,950
-37
168
$1.52M 0.11%
4,948
+132
169
$1.52M 0.11%
22,828
+313
170
$1.51M 0.11%
14,220
-380
171
$1.51M 0.11%
41,726
-3,689
172
$1.5M 0.11%
506
-8
173
$1.49M 0.11%
115,290
-12,013
174
$1.49M 0.11%
40,579
-2,594
175
$1.49M 0.11%
4,878
-342
5 6
7
8 9