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
576
$119K 0.01%
49,903
+3,522
577
$117K 0.01%
+11,185
578
$116K 0.01%
761,470
579
$107K 0.01%
10,010
+10
580
$91K 0.01%
10,561
+42
581
$89.4K 0.01%
13,222
582
$80K 0.01%
12,699
+46
583
$75.5K 0.01%
23,740
+92
584
$75.2K 0.01%
1,073,820
-15,316
585
$67.3K 0.01%
19,551
+732
586
$66.1K 0.01%
+440,867
587
$62.8K 0.01%
3,096
588
$58.1K 0.01%
+645,500
589
$56.7K ﹤0.01%
24,317
+5,142
590
$47K ﹤0.01%
392,000
591
$46.8K ﹤0.01%
104,038
-1,259
592
$44.2K ﹤0.01%
+20,077
593
$39.6K ﹤0.01%
10,143
-345
594
$38.8K ﹤0.01%
484,162
-1,074
595
$37.7K ﹤0.01%
+10,337
596
$36.3K ﹤0.01%
+242,250
597
$35.3K ﹤0.01%
+15,629
598
$34.9K ﹤0.01%
323,603
599
$30.3K ﹤0.01%
168,100
600
$30.1K ﹤0.01%
14,690
22 23
24
25 26