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
501
$253K 0.02%
+25,000
502
$252K 0.02%
20,629
+5,550
503
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+7,685
504
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505
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2,680
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506
$248K 0.02%
7,120
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507
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7,713
-5,994
508
$245K 0.02%
1,026
-302
509
$243K 0.02%
22,084
510
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+1,612
511
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1,630
-25
512
$239K 0.02%
1,097
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513
$239K 0.02%
1,570
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514
$237K 0.02%
19,442
+1,845
515
$235K 0.02%
472
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516
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517
$234K 0.02%
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518
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519
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520
$233K 0.02%
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521
$233K 0.02%
+14,706
522
$232K 0.02%
+3,405
523
$232K 0.02%
6,630
+234
524
$230K 0.02%
+634
525
$230K 0.02%
1,930
-536
19 20
21
22 23