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
151
$1.78M 0.13%
21,084
+858
152
$1.78M 0.13%
23,662
+5,891
153
$1.77M 0.13%
37,215
-844
154
$1.76M 0.13%
12,360
-1,000
155
$1.73M 0.13%
22,243
+237
156
$1.73M 0.13%
8,358
+776
157
$1.72M 0.13%
+171,914
158
$1.72M 0.13%
21,464
+6,459
159
$1.69M 0.12%
20,069
-83
160
$1.66M 0.12%
116,784
+1,494
161
$1.64M 0.12%
13,367
-1,923
162
$1.64M 0.12%
28,569
-603
163
$1.63M 0.12%
2,826
-81
164
$1.62M 0.12%
9,555
-2,089
165
$1.62M 0.12%
15,568
-2,943
166
$1.61M 0.12%
18,972
+539
167
$1.6M 0.12%
9,410
+18
168
$1.58M 0.12%
9,726
+51
169
$1.58M 0.12%
13,532
-7,115
170
$1.57M 0.12%
15,132
+832
171
$1.57M 0.12%
497
-9
172
$1.55M 0.11%
5,729
+139
173
$1.53M 0.11%
14,538
-688
174
$1.53M 0.11%
22,087
-504
175
$1.52M 0.11%
42,133
+23,890
5 6
7
8 9