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
$1.15B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$13.3M
3
+$10.8M
4
ALCY icon
Alchemy Investments Acquisition Corp 1
ALCY
+$10.4M
5
ANSCU
Agriculture & Natural Solutions Acquisition Corp Unit
ANSCU
+$10M

Top Sells

1
+$13.4M
2
+$12.5M
3
+$9.49M
4
ALCYU icon
Alchemy Investments Acquisition Corp 1 Units
ALCYU
+$9.18M
5
APGB
Apollo Strategic Growth Capital II
APGB
+$5.54M

Sector Composition

1 Financials 23.85%
2 Technology 14.06%
3 Healthcare 9.88%
4 Industrials 7.81%
5 Consumer Discretionary 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.09%
6,359
-2,663
227
$1.01M 0.09%
+98,500
228
$1.01M 0.09%
6,972
-1,485
229
$1.01M 0.09%
28,071
-1,651
230
$1.01M 0.09%
4,198
-100
231
$1.01M 0.09%
4,424
-46
232
$1M 0.09%
4,963
-299
233
$985K 0.09%
19,210
-3,500
234
$983K 0.09%
21,500
-250
235
$981K 0.08%
8,725
+4,538
236
$977K 0.08%
8,484
-1,421
237
$963K 0.08%
9,155
238
$960K 0.08%
9,864
-720
239
$946K 0.08%
39,669
+1,203
240
$939K 0.08%
8,749
+756
241
$938K 0.08%
5,213
-314
242
$934K 0.08%
7,436
+909
243
$931K 0.08%
3,589
244
$922K 0.08%
8,894
+17
245
$918K 0.08%
19,432
-4,978
246
$914K 0.08%
26,883
-7,867
247
$911K 0.08%
5,573
+150
248
$902K 0.08%
29,193
-2,219
249
$899K 0.08%
7,000
-39
250
$896K 0.08%
58,654
-16,622
8 9
10
11 12