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
76
$2.92M 0.25%
19,587
-31
77
$2.9M 0.25%
274,033
+159,183
78
$2.84M 0.25%
273,000
+222,306
79
$2.76M 0.24%
5,198
-352
80
$2.72M 0.24%
263,000
-2,600
81
$2.7M 0.23%
28,729
+2,501
82
$2.66M 0.23%
50,652
+258
83
$2.63M 0.23%
17,853
+1,154
84
$2.54M 0.22%
59,796
-6,545
85
$2.49M 0.22%
19,016
-329
86
$2.48M 0.22%
12,075
-553
87
$2.46M 0.21%
3,943
-107
88
$2.42M 0.21%
36,827
-8,186
89
$2.4M 0.21%
16,349
-2,074
90
$2.39M 0.21%
10,081
-694
91
$2.34M 0.2%
20,291
-893
92
$2.31M 0.2%
+228,115
93
$2.29M 0.2%
12,222
+389
94
$2.29M 0.2%
45,500
-489
95
$2.27M 0.2%
16,653
+1,337
96
$2.26M 0.2%
10,006
+1,502
97
$2.26M 0.2%
15,129
+698
98
$2.25M 0.2%
5,843
-115
99
$2.25M 0.19%
45,256
+2,593
100
$2.24M 0.19%
+216,511
2 3
4
5 6