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
376
$448K 0.04%
5,925
-165
377
$440K 0.04%
7,645
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378
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380
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1,114
-11
381
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4,813
-533
382
$431K 0.04%
1,376
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383
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4,529
-112
384
$430K 0.04%
3,975
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385
$429K 0.04%
3,818
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386
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5,272
-1
387
$426K 0.04%
38,917
-5,003
388
$422K 0.04%
1,540
-1,121
389
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12,460
390
$418K 0.04%
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+128
391
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+13,504
392
$405K 0.04%
14,072
-222
393
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2,106
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394
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2,300
-43
395
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1,308
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396
$392K 0.03%
2,834
-212
397
$392K 0.03%
+2,253
398
$392K 0.03%
11,130
399
$392K 0.03%
3,808
-1,388
400
$387K 0.03%
27,775
+3,930
14 15
16
17 18