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
126
$1.84M 0.16%
128,996
-5,392
127
$1.82M 0.16%
19,529
+2,650
128
$1.8M 0.16%
8,971
+235
129
$1.78M 0.15%
15,365
+681
130
$1.78M 0.15%
5,940
-379
131
$1.77M 0.15%
7,267
-234
132
$1.74M 0.15%
7,519
-1,389
133
$1.73M 0.15%
29,400
+3,811
134
$1.72M 0.15%
3,787
+139
135
$1.7M 0.15%
83,594
-2,647
136
$1.69M 0.15%
10,447
-378
137
$1.69M 0.15%
29,169
-2,361
138
$1.69M 0.15%
13,880
+2,077
139
$1.65M 0.14%
16,775
-231
140
$1.64M 0.14%
3,428
+40
141
$1.63M 0.14%
4,822
+224
142
$1.61M 0.14%
5,455
+132
143
$1.61M 0.14%
100,922
144
$1.61M 0.14%
20,951
+2,579
145
$1.6M 0.14%
4,637
+258
146
$1.58M 0.14%
30,399
-2,472
147
$1.58M 0.14%
17,914
-1,400
148
$1.57M 0.14%
16,883
+3,080
149
$1.56M 0.14%
31,346
-8,100
150
$1.55M 0.13%
32,008
-860
4 5
6
7 8