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
601
$26.6K ﹤0.01%
263,770
-600
602
$23.6K ﹤0.01%
231,200
-2,000
603
$20.6K ﹤0.01%
82,300
604
$19.7K ﹤0.01%
194,670
605
$19.4K ﹤0.01%
149,535
-1,155
606
$18.3K ﹤0.01%
+181,100
607
$18.1K ﹤0.01%
1,655
608
$17.3K ﹤0.01%
+114,790
609
$16.9K ﹤0.01%
+169,300
610
$15K ﹤0.01%
113,500
-900
611
$13K ﹤0.01%
+59,550
612
$12.1K ﹤0.01%
100,500
613
$11.8K ﹤0.01%
74,600
-1,000
614
$10.6K ﹤0.01%
105,350
615
$10.5K ﹤0.01%
373,150
616
$8.81K ﹤0.01%
58,720
617
$6.28K ﹤0.01%
+46,500
618
$6.03K ﹤0.01%
37,675
-505
619
$5.79K ﹤0.01%
+44,556
620
$5.52K ﹤0.01%
55,191
-1,560
621
$4.91K ﹤0.01%
194,670
622
$4.73K ﹤0.01%
777
623
$4.6K ﹤0.01%
38,340
-1,000
624
$3.85K ﹤0.01%
+63,050
625
$3.68K ﹤0.01%
+90,550
23 24
25
26 27