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
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$10.7M
3
+$5.72M
4
HYAC icon
Haymaker Acquisition Corp 4
HYAC
+$5.23M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$4.51M

Top Sells

1
+$17M
2
+$10.3M
3
+$8.31M
4
PLMJ
Plum Acquisition Corp. III Class A Ordinary Shares
PLMJ
+$6.89M
5
CNDA
Concord Acquisition Corp II
CNDA
+$6.18M

Sector Composition

1 Financials 22.22%
2 Technology 13.86%
3 Healthcare 9.98%
4 Industrials 7.7%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.29M 0.13%
31,607
+1,470
177
$1.29M 0.13%
12,394
-2,413
178
$1.28M 0.12%
22,431
+1,582
179
$1.27M 0.12%
3,478
+29
180
$1.27M 0.12%
13,803
-472
181
$1.26M 0.12%
12,418
-5,885
182
$1.26M 0.12%
116,690
-3,350
183
$1.26M 0.12%
9,022
+2,074
184
$1.25M 0.12%
16,646
+92
185
$1.22M 0.12%
17,006
-1,234
186
$1.21M 0.12%
6,561
-195
187
$1.21M 0.12%
+114,400
188
$1.21M 0.12%
87,952
-2,706
189
$1.21M 0.12%
65,167
-1,077
190
$1.2M 0.12%
114,850
-3,350
191
$1.2M 0.12%
30,492
-500
192
$1.2M 0.12%
29,722
-2,309
193
$1.19M 0.12%
114,711
+84,300
194
$1.19M 0.12%
4,156
-407
195
$1.16M 0.11%
24,410
+14,424
196
$1.14M 0.11%
107,650
-10,000
197
$1.14M 0.11%
153,425
-2,900
198
$1.14M 0.11%
+11,811
199
$1.13M 0.11%
22,710
200
$1.12M 0.11%
106,000
+2,400
6 7
8
9 10