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
51
$4.35M 0.38%
86,014
+2,858
52
$4.16M 0.36%
47,046
-3,702
53
$4.13M 0.36%
9,694
-542
54
$4.12M 0.36%
86,841
+1,939
55
$4.08M 0.35%
7,002
+5
56
$3.98M 0.34%
378,650
-5,800
57
$3.7M 0.32%
14,053
-620
58
$3.69M 0.32%
10,523
-90
59
$3.66M 0.32%
357,687
+93,317
60
$3.58M 0.31%
32,090
-830
61
$3.34M 0.29%
32,289
-989
62
$3.33M 0.29%
309,920
63
$3.28M 0.28%
35,011
-979
64
$3.23M 0.28%
31,073
+327
65
$3.11M 0.27%
+301,253
66
$3.09M 0.27%
13,591
-334
67
$3.08M 0.27%
8,896
+40
68
$3.03M 0.26%
19,575
-541
69
$3.01M 0.26%
63,874
-3,392
70
$2.99M 0.26%
284,398
+55,273
71
$2.99M 0.26%
52,766
+249
72
$2.98M 0.26%
+293,200
73
$2.97M 0.26%
274,185
-425,209
74
$2.97M 0.26%
148,085
+19,236
75
$2.93M 0.25%
16,836
-159
1 2
3
4 5