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
526
$229K 0.02%
2,966
-120
527
$229K 0.02%
2,419
+249
528
$228K 0.02%
+2,183
529
$228K 0.02%
1,753
-112
530
$228K 0.02%
8,924
-116
531
$227K 0.02%
4,741
-2,749
532
$227K 0.02%
6,644
-557
533
$226K 0.02%
+553
534
$226K 0.02%
2,958
-195
535
$225K 0.02%
8,114
536
$224K 0.02%
26,501
+1,452
537
$224K 0.02%
+1,185
538
$222K 0.02%
+890
539
$220K 0.02%
1,419
+94
540
$220K 0.02%
6,052
-20
541
$220K 0.02%
1,101
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542
$220K 0.02%
5,442
-2,745
543
$216K 0.02%
+5,823
544
$216K 0.02%
+1,293
545
$216K 0.02%
4,156
-41
546
$214K 0.02%
+4,054
547
$214K 0.02%
2,297
+72
548
$214K 0.02%
+1,917
549
$213K 0.02%
2,059
-511
550
$213K 0.02%
2,181
-300
20 21
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