SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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
+$20.1M
2
+$13.1M
3
+$10.6M
4
ALCY icon
Alchemy Investments Acquisition Corp 1
ALCY
+$10.4M
5
ANSCU
Agriculture & Natural Solutions Acquisition Corp Unit
ANSCU
+$9.97M

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 16.75%
3 Healthcare 9.88%
4 Consumer Discretionary 5.41%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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-158,870
702
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-527,204
703
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-1,583
704
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-68,060
705
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-105,994
706
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-166,816
707
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-10,642
708
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-136,027
709
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-14,538
710
$0 ﹤0.01%
47,678
-3,193
711
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-116,690
712
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-48,750
713
– –
-79,435
714
– –
-1,186
715
– –
-20,642
716
– –
-301,046
717
– –
-249,972
718
– –
-174,957
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