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
151
$1.54M 0.13%
3,488
+10
152
$1.52M 0.13%
30,980
-627
153
$1.51M 0.13%
42,546
+2,255
154
$1.51M 0.13%
23,302
-530
155
$1.5M 0.13%
11,248
-905
156
$1.5M 0.13%
10,093
-623
157
$1.47M 0.13%
20,789
+9,457
158
$1.46M 0.13%
6,971
+410
159
$1.44M 0.12%
31,503
-2,155
160
$1.43M 0.12%
131,396
-1,299
161
$1.43M 0.12%
17,790
-677
162
$1.41M 0.12%
23,078
+647
163
$1.41M 0.12%
14,182
+120
164
$1.4M 0.12%
22,023
-738
165
$1.4M 0.12%
6,273
-252
166
$1.4M 0.12%
20,712
-3,207
167
$1.39M 0.12%
26,946
+2,120
168
$1.37M 0.12%
3,437
-576
169
$1.37M 0.12%
8,063
-2,461
170
$1.37M 0.12%
74,111
-13,841
171
$1.36M 0.12%
100,584
172
$1.36M 0.12%
36,643
+40
173
$1.36M 0.12%
6,038
+42
174
$1.36M 0.12%
34,193
-5,122
175
$1.35M 0.12%
522
-65
5 6
7
8 9