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
426
$350K 0.03%
877
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$350K 0.03%
641
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428
$348K 0.03%
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429
$347K 0.03%
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-153
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431
$344K 0.03%
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+6
432
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433
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434
$343K 0.03%
9,884
-2
435
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+1
436
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4,689
-1,096
437
$339K 0.03%
15,747
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438
$338K 0.03%
+8,651
439
$337K 0.03%
48,964
440
$335K 0.03%
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$332K 0.03%
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444
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445
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325
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447
$326K 0.03%
17,733
-3,589
448
$324K 0.03%
2,554
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449
$323K 0.03%
8,356
+2,233
450
$323K 0.03%
3,607
-992
16 17
18
19 20