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
551
$213K 0.02%
4,001
-821
552
$212K 0.02%
+1,244
553
$212K 0.02%
+3,934
554
$212K 0.02%
+921
555
$211K 0.02%
8,667
+32
556
$211K 0.02%
+797
557
$210K 0.02%
830
+12
558
$210K 0.02%
2,932
-256
559
$209K 0.02%
11,304
-1,313
560
$206K 0.02%
+850
561
$205K 0.02%
13,643
-4,291
562
$203K 0.02%
444
-87
563
$203K 0.02%
+1,923
564
$203K 0.02%
+4,071
565
$201K 0.02%
+1,227
566
$183K 0.02%
44,322
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567
$179K 0.02%
+24,748
568
$175K 0.02%
+17,200
569
$168K 0.01%
11,944
-178
570
$145K 0.01%
32,102
-281
571
$144K 0.01%
10,270
-1,731
572
$139K 0.01%
13,182
573
$131K 0.01%
+27,110
574
$125K 0.01%
27,829
-4,618
575
$123K 0.01%
19,419
+2,367
21 22
23
24 25