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
176
$1.34M 0.12%
15,688
-564
177
$1.32M 0.11%
11,200
-189
178
$1.31M 0.11%
3,682
-2,337
179
$1.29M 0.11%
12,748
+330
180
$1.28M 0.11%
7,491
-791
181
$1.28M 0.11%
58,963
-6,204
182
$1.27M 0.11%
11,741
-2,700
183
$1.26M 0.11%
16,130
-660
184
$1.26M 0.11%
+114,790
185
$1.25M 0.11%
13,858
+4,635
186
$1.24M 0.11%
16,071
+4,260
187
$1.24M 0.11%
4,265
-1,034
188
$1.24M 0.11%
2,422
-62
189
$1.23M 0.11%
14,901
+267
190
$1.23M 0.11%
19,992
-2,955
191
$1.22M 0.11%
13,566
-347
192
$1.22M 0.11%
25,444
-33,345
193
$1.22M 0.11%
15,802
-844
194
$1.21M 0.11%
4,945
+122
195
$1.21M 0.11%
12,320
-1,359
196
$1.21M 0.11%
16,092
-6,603
197
$1.2M 0.1%
138,957
-14,218
198
$1.19M 0.1%
15,507
-1,961
199
$1.19M 0.1%
4,591
+49
200
$1.19M 0.1%
4,923
-121
6 7
8
9 10