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
401
$387K 0.03%
4,593
-68
402
$385K 0.03%
4,846
-2,299
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405
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4,237
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406
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35,174
407
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5,170
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408
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46,185
+14,331
409
$379K 0.03%
26,313
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410
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29,637
+18,156
411
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2,101
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412
$374K 0.03%
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413
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414
$374K 0.03%
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-6
415
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416
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418
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2,080
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419
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111,633
-25,637
420
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2,488
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421
$358K 0.03%
128,410
-5,610
422
$356K 0.03%
760
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423
$354K 0.03%
1,134
+53
424
$352K 0.03%
1,133
+83
425
$350K 0.03%
2,705
+54
15 16
17
18 19