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
26
$9.12M 0.79%
+878,438
27
$8.71M 0.75%
24,603
+741
28
$8.46M 0.73%
+320,524
29
$8.45M 0.73%
89,210
+80,918
30
$7.94M 0.69%
15,079
-409
31
$7.8M 0.68%
21,879
-841
32
$7.75M 0.67%
45,537
+26
33
$6.62M 0.57%
47,393
-1,031
34
$6.56M 0.57%
60,987
+930
35
$6.46M 0.56%
+639,214
36
$6.3M 0.55%
24,183
-923
37
$6.05M 0.52%
54,929
+5,835
38
$5.66M 0.49%
8,575
+11
39
$5.61M 0.49%
543,400
-4,000
40
$5.53M 0.48%
35,660
+72
41
$5.5M 0.48%
+539,798
42
$5.18M 0.45%
478,910
+193,014
43
$5.16M 0.45%
477,378
+106,130
44
$5.02M 0.44%
8,419
-638
45
$5M 0.43%
+495,891
46
$4.92M 0.43%
10,104
-2,783
47
$4.73M 0.41%
452,251
+219,651
48
$4.64M 0.4%
+438,000
49
$4.57M 0.4%
+453,608
50
$4.44M 0.38%
6,288
-193
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2
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