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
176
$1.4M 0.14%
5,327
+213
177
$1.4M 0.14%
143,755
-12,860
178
$1.4M 0.14%
140,994
-12,665
179
$1.39M 0.14%
11,850
-1,286
180
$1.39M 0.14%
13,627
-567
181
$1.38M 0.13%
12,502
+71
182
$1.38M 0.13%
140,480
-11,100
183
$1.38M 0.13%
139,270
-500
184
$1.38M 0.13%
140,890
-1,050
185
$1.37M 0.13%
55,166
-3,162
186
$1.36M 0.13%
4,557
-1,415
187
$1.36M 0.13%
138,743
-2,920
188
$1.35M 0.13%
137,650
-7,350
189
$1.35M 0.13%
137,720
-1,130
190
$1.35M 0.13%
25,426
+4,480
191
$1.35M 0.13%
136,500
-12,700
192
$1.35M 0.13%
137,276
-1,182
193
$1.35M 0.13%
+134,550
194
$1.34M 0.13%
136,305
+109,030
195
$1.34M 0.13%
137,720
196
$1.34M 0.13%
136,988
+62,000
197
$1.33M 0.13%
25,408
+7,693
198
$1.32M 0.13%
14,009
-4,205
199
$1.31M 0.13%
131,328
+16,943
200
$1.31M 0.13%
133,158
-5,895
6 7
8
9 10