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
301
$663K 0.06%
4,914
+29
302
$661K 0.06%
2,040
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303
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307
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14,448
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308
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801
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309
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12,996
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310
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18,258
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311
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2,972
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312
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4,973
-56
313
$629K 0.05%
9,097
-3,764
314
$626K 0.05%
8,366
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315
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318
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319
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2,025
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320
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18,786
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321
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36,193
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322
$601K 0.05%
18,765
-6,461
323
$597K 0.05%
5,780
-84
324
$595K 0.05%
+56,610
325
$595K 0.05%
2,172
-222
11 12
13
14 15