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
201
$1.24M 0.09%
40,493
+5,121
202
$1.24M 0.09%
+13,615
203
$1.24M 0.09%
111,290
-3,500
204
$1.24M 0.09%
13,801
+235
205
$1.24M 0.09%
9,730
+981
206
$1.23M 0.09%
115,850
-95,377
207
$1.22M 0.09%
4,140
-58
208
$1.22M 0.09%
6,991
-500
209
$1.2M 0.09%
15,544
-1,227
210
$1.17M 0.09%
10,603
-9,047
211
$1.17M 0.09%
2,457
+38
212
$1.17M 0.09%
15,244
-263
213
$1.17M 0.09%
15,203
-599
214
$1.16M 0.09%
5,621
-738
215
$1.16M 0.09%
10,211
+347
216
$1.15M 0.09%
14,434
-223
217
$1.15M 0.09%
6,009
+436
218
$1.14M 0.09%
4,476
+52
219
$1.14M 0.09%
4,690
-70
220
$1.14M 0.09%
9,711
-1,489
221
$1.13M 0.08%
29,598
-3,836
222
$1.12M 0.08%
19,200
-2,300
223
$1.11M 0.08%
29,769
+576
224
$1.1M 0.08%
153,425
225
$1.1M 0.08%
6,122
+2,879
7 8
9
10 11