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
101
$2.22M 0.19%
211,227
+96,516
102
$2.19M 0.19%
50,052
+59
103
$2.18M 0.19%
7,343
+14
104
$2.17M 0.19%
2,866
+351
105
$2.16M 0.19%
42,702
-23,946
106
$2.13M 0.18%
19,650
-2,059
107
$2.11M 0.18%
28,138
-63
108
$2.1M 0.18%
4,544
-108
109
$2.09M 0.18%
10,608
-479
110
$2.09M 0.18%
19,847
+3,201
111
$2.08M 0.18%
7,210
-190
112
$2.07M 0.18%
20,747
-5,046
113
$2.07M 0.18%
8,329
-445
114
$2.06M 0.18%
27,179
-1,326
115
$2.04M 0.18%
13,037
-3,028
116
$2.04M 0.18%
20,039
-1,462
117
$2.03M 0.18%
573
-9
118
$2.01M 0.17%
59,702
+4,354
119
$2.01M 0.17%
132,974
-18,934
120
$1.96M 0.17%
4,584
-1,137
121
$1.91M 0.17%
11,909
-137
122
$1.9M 0.16%
13,356
+610
123
$1.89M 0.16%
15,664
-523
124
$1.87M 0.16%
9,406
-814
125
$1.86M 0.16%
7,134
+2,736
3 4
5
6 7