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
$1.33B
AUM Growth
-$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.8M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
RFAIU
RF Acquisition Corp II Unit
RFAIU
+$8.26M

Top Sells

1
+$21.6M
2
+$17.9M
3
+$15.2M
4
USAR
USA Rare Earth Inc
USAR
+$8.68M
5
NETD icon
Nabors Energy Transition Corp II
NETD
+$8.3M

Sector Composition

1 Financials 23.62%
2 Technology 15.39%
3 Healthcare 9.55%
4 Industrials 7.71%
5 Consumer Discretionary 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.47M 0.11%
7,582
+591
177
$1.46M 0.11%
22,591
+989
178
$1.46M 0.11%
29,172
-2,409
179
$1.43M 0.11%
20,226
+509
180
$1.42M 0.11%
11,973
181
$1.4M 0.11%
2,991
-448
182
$1.4M 0.11%
14,311
-145
183
$1.35M 0.1%
3,070
-26
184
$1.34M 0.1%
18,138
+203
185
$1.3M 0.1%
64,458
-4,096
186
$1.3M 0.1%
126,544
-323,540
187
$1.29M 0.1%
17,771
+2,227
188
$1.28M 0.1%
3,423
+6
189
$1.27M 0.1%
100,768
190
$1.26M 0.1%
16,092
191
$1.26M 0.09%
4,011
+41
192
$1.25M 0.09%
2,602
+1,517
193
$1.25M 0.09%
3,780
-151
194
$1.24M 0.09%
6,788
-55
195
$1.24M 0.09%
13,522
-279
196
$1.23M 0.09%
5,590
-483
197
$1.23M 0.09%
41,661
+1,168
198
$1.23M 0.09%
2,062
+224
199
$1.22M 0.09%
2
+1
200
$1.22M 0.09%
10,763
-835
6 7
8
9 10