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
$1.36B
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$11.5M
3
+$10.9M
4
RFAI
RF Acquisition Corp II
RFAI
+$8.16M
5
GRAF
Graf Global Corp
GRAF
+$7.83M

Top Sells

1
+$16.2M
2
+$16.1M
3
+$15.4M
4
CUBWU
Lionheart Holdings Unit
CUBWU
+$11.6M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$9.11M

Sector Composition

1 Financials 26.38%
2 Technology 15.54%
3 Healthcare 8.75%
4 Industrials 7.71%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.52M 0.11%
3,192
+122
177
$1.5M 0.11%
5,913
+314
178
$1.49M 0.11%
23,112
+284
179
$1.49M 0.11%
3,572
+149
180
$1.49M 0.11%
23,756
-1,972
181
$1.46M 0.11%
2,970
-21
182
$1.45M 0.11%
11,556
-417
183
$1.44M 0.11%
15,796
-7,833
184
$1.42M 0.1%
+141,400
185
$1.4M 0.1%
14,336
+2,381
186
$1.39M 0.1%
6,308
+803
187
$1.39M 0.1%
4,801
-77
188
$1.38M 0.1%
14,299
-1,782
189
$1.37M 0.1%
5,550
+558
190
$1.36M 0.1%
10,371
-392
191
$1.36M 0.1%
10,790
+680
192
$1.35M 0.1%
16,092
193
$1.33M 0.1%
21,325
+6,559
194
$1.33M 0.1%
164,583
+11,158
195
$1.32M 0.1%
23,425
-2,728
196
$1.31M 0.1%
13,422
-889
197
$1.31M 0.1%
3,779
-1
198
$1.3M 0.1%
4,786
-162
199
$1.29M 0.1%
11,231
-50
200
$1.28M 0.09%
11,693
+2,137
6 7
8
9 10