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
$1.1B
AUM Growth
+$80.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$13.2M
3
+$9.99M
4
LITT
Logistics Innovation Technologies Corp. Class A Common Stock
LITT
+$7.49M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$6.89M

Top Sells

1
+$9.78M
2
+$7.01M
3
+$6.24M
4
TWLVU
Twelve Seas Investment Company II Unit
TWLVU
+$6.1M
5
LITTU
Logistics Innovation Technologies Corp. Units
LITTU
+$5.23M

Sector Composition

1 Financials 23.76%
2 Technology 10.01%
3 Healthcare 9.18%
4 Industrials 5.81%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.52M 0.14%
36,815
+1,016
177
$1.51M 0.14%
150,612
-3,180
178
$1.51M 0.14%
14,949
+119
179
$1.5M 0.14%
7,631
+2,674
180
$1.49M 0.14%
148,893
-8,199
181
$1.48M 0.14%
4,492
+515
182
$1.48M 0.14%
10,095
+253
183
$1.47M 0.13%
42,007
-3,611
184
$1.46M 0.13%
145,813
+50,000
185
$1.46M 0.13%
5,986
+608
186
$1.45M 0.13%
8,330
-508
187
$1.44M 0.13%
6,735
+1,468
188
$1.43M 0.13%
140,071
-610
189
$1.42M 0.13%
141,165
-1,000
190
$1.42M 0.13%
12,184
+573
191
$1.41M 0.13%
140,407
-10,520
192
$1.41M 0.13%
140,000
193
$1.41M 0.13%
140,240
+90,240
194
$1.41M 0.13%
139,250
-1,455
195
$1.4M 0.13%
139,796
-174
196
$1.4M 0.13%
138,742
-3,960
197
$1.4M 0.13%
44,079
-18,230
198
$1.4M 0.13%
10,527
+2,853
199
$1.39M 0.13%
4,631
+142
200
$1.39M 0.13%
136,120
-3,150
6 7
8
9 10