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
$1.34B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$22.4M
3
+$12M
4
CNDA
Concord Acquisition Corp II
CNDA
+$8.64M
5
ESHA icon
ESH Acquisition Corp
ESHA
+$7.38M

Top Sells

1
+$15.3M
2
+$10.8M
3
+$10M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$9.39M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$7.7M

Sector Composition

1 Financials 27.23%
2 Technology 13.96%
3 Healthcare 10.18%
4 Industrials 8.29%
5 Consumer Discretionary 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.46M 0.11%
7,132
+161
177
$1.46M 0.11%
140,064
-161,189
178
$1.45M 0.11%
4,641
-282
179
$1.44M 0.11%
3,439
-243
180
$1.44M 0.11%
11,598
-5,177
181
$1.44M 0.11%
3,096
+285
182
$1.43M 0.11%
3,931
+159
183
$1.42M 0.11%
14,600
-1,530
184
$1.4M 0.11%
3,417
-20
185
$1.4M 0.1%
14,495
+1,747
186
$1.4M 0.1%
68,554
-15,040
187
$1.39M 0.1%
14,145
-37
188
$1.38M 0.1%
11,973
+2,818
189
$1.37M 0.1%
28,665
+9,233
190
$1.35M 0.1%
100,768
+184
191
$1.33M 0.1%
3,970
-78
192
$1.31M 0.1%
127,892
-11,065
193
$1.3M 0.1%
17,935
+6,285
194
$1.29M 0.1%
5,235
+290
195
$1.29M 0.1%
13,630
+3,969
196
$1.29M 0.1%
16,092
197
$1.28M 0.1%
11,925
+1,429
198
$1.28M 0.1%
21,026
-2,276
199
$1.26M 0.09%
19,717
+1,942
200
$1.26M 0.09%
12,541
+1,579
6 7
8
9 10