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
626
$3.39K ﹤0.01%
113,500
-900
627
$2.61K ﹤0.01%
100,500
628
$2.43K ﹤0.01%
35,850
-2,450
629
$2.07K ﹤0.01%
33,807
-487
630
$2.04K ﹤0.01%
129,000
631
$1.99K ﹤0.01%
31,678
632
$1.97K ﹤0.01%
+39,337
633
$1.88K ﹤0.01%
93,747
-1,416
634
$1.68K ﹤0.01%
129,000
635
$1.61K ﹤0.01%
+126,100
636
$1.59K ﹤0.01%
105,350
637
$1.59K ﹤0.01%
15,873
638
$1.4K ﹤0.01%
93,200
-2,000
639
$1.31K ﹤0.01%
50,293
-1,323
640
$1.26K ﹤0.01%
+114,790
641
$1.02K ﹤0.01%
+25,000
642
$971 ﹤0.01%
323,603
643
$925 ﹤0.01%
+46,500
644
$713 ﹤0.01%
33,792
645
$585 ﹤0.01%
90,017
-738
646
$555 ﹤0.01%
18,446
647
$528 ﹤0.01%
17,587
648
$470 ﹤0.01%
18,818
649
$426 ﹤0.01%
21,275
650
$401 ﹤0.01%
17,453
24 25
26
27 28