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
$1.11B
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.7M
3
+$14.3M
4
IPXXU
Inflection Point Acquisition Corp. II Unit
IPXXU
+$13.2M
5
HOVR icon
New Horizon Aircraft
HOVR
+$11.1M

Top Sells

1
+$15.3M
2
+$13.4M
3
+$11.6M
4
OKLO
Oklo
OKLO
+$11.2M
5
HCNE
Jaws Hurricane Acquisition Corp. Class A Common Stock
HCNE
+$9.5M

Sector Composition

1 Financials 24.99%
2 Technology 13.67%
3 Healthcare 9.67%
4 Industrials 7.56%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$952K 0.09%
10,667
+265
252
$949K 0.09%
33,728
-254
253
$939K 0.08%
4,004
-66
254
$932K 0.08%
10,314
+4,561
255
$926K 0.08%
5,601
-157
256
$922K 0.08%
8,094
-4,305
257
$920K 0.08%
100,488
-1,769
258
$920K 0.08%
6,948
+1,326
259
$916K 0.08%
5,332
-57
260
$915K 0.08%
+85,851
261
$915K 0.08%
78,616
-1,920
262
$902K 0.08%
4,105
-413
263
$896K 0.08%
9,155
264
$888K 0.08%
+3,933
265
$888K 0.08%
9,062
+143
266
$878K 0.08%
83,915
-4,500
267
$876K 0.08%
82,600
-4,400
268
$869K 0.08%
4,245
+1,101
269
$862K 0.08%
2,278
+108
270
$858K 0.08%
3,648
-14
271
$855K 0.08%
256,671
-71,006
272
$849K 0.08%
6,729
-66
273
$848K 0.08%
13,992
-864
274
$846K 0.08%
79,680
-4,944
275
$841K 0.08%
11,130
-667
9 10
11
12 13