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
$1.01B
AUM Growth
-$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$7.13M
3
+$5.56M
4
DMYY.U
dMY Squared Technology Group Units
DMYY.U
+$5.17M
5
PTWOU
Pono Capital Two, Inc. Unit
PTWOU
+$4.01M

Top Sells

1
+$9.04M
2
+$8.66M
3
+$6.64M
4
RC
Ready Capital
RC
+$5.04M
5
ISLE
Isleworth Healthcare Acquisition Corporation Common stock
ISLE
+$4.11M

Sector Composition

1 Financials 14.97%
2 Technology 8.99%
3 Healthcare 8.04%
4 Industrials 5.22%
5 Consumer Discretionary 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.44M 0.14%
35,799
+6,650
177
$1.43M 0.14%
3,697
+673
178
$1.43M 0.14%
144,230
+3,750
179
$1.42M 0.14%
18,727
-4,559
180
$1.42M 0.14%
142,702
+17,430
181
$1.42M 0.14%
14,830
-17
182
$1.42M 0.14%
62,309
+7,143
183
$1.41M 0.14%
+142,165
184
$1.41M 0.14%
32,568
+17,892
185
$1.41M 0.14%
142,992
-2,000
186
$1.4M 0.14%
8,565
+1,375
187
$1.4M 0.14%
140,705
+20,300
188
$1.39M 0.14%
12,332
+713
189
$1.39M 0.14%
139,270
190
$1.39M 0.14%
140,681
+3,405
191
$1.39M 0.14%
45,618
-1,459
192
$1.39M 0.14%
8,575
-207
193
$1.38M 0.14%
140,000
+3,500
194
$1.38M 0.14%
140,140
-750
195
$1.37M 0.14%
8,873
+3,977
196
$1.37M 0.14%
139,970
+2,250
197
$1.36M 0.13%
138,865
-4,890
198
$1.36M 0.13%
136,988
199
$1.36M 0.13%
133,700
-6,470
200
$1.36M 0.13%
136,305
6 7
8
9 10