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
201
$1.18M 0.1%
7,483
+586
202
$1.16M 0.1%
14,657
+14
203
$1.15M 0.1%
2,811
-1,166
204
$1.15M 0.1%
14,804
-4,200
205
$1.15M 0.1%
4,048
-440
206
$1.14M 0.1%
2,782
207
$1.14M 0.1%
10,496
+74
208
$1.13M 0.1%
3,772
-384
209
$1.1M 0.1%
27,237
-3,255
210
$1.1M 0.1%
6,475
+157
211
$1.1M 0.09%
33,434
-244
212
$1.09M 0.09%
35,372
-10,091
213
$1.09M 0.09%
2,419
-278
214
$1.09M 0.09%
15,963
+880
215
$1.08M 0.09%
153,425
216
$1.08M 0.09%
17,775
+810
217
$1.08M 0.09%
11,103
+173
218
$1.08M 0.09%
3,947
-52
219
$1.07M 0.09%
3,867
-67
220
$1.06M 0.09%
22,362
-454
221
$1.04M 0.09%
10,962
-1,432
222
$1.04M 0.09%
10,796
-897
223
$1.03M 0.09%
4,760
-34
224
$1.03M 0.09%
16,771
+7,134
225
$1.02M 0.09%
88,245
-9,154
7 8
9
10 11