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
276
$834K 0.07%
36,124
+7,504
277
$828K 0.07%
4,400
+195
278
$827K 0.07%
4,505
-319
279
$818K 0.07%
8,887
-28
280
$813K 0.07%
3,248
+112
281
$808K 0.07%
1,984
+68
282
$807K 0.07%
102,718
+1,326
283
$803K 0.07%
6,635
-23
284
$801K 0.07%
19,953
-1
285
$800K 0.07%
24,252
+3,557
286
$799K 0.07%
8,904
-1,151
287
$797K 0.07%
9,333
-1,241
288
$795K 0.07%
4,100
+826
289
$790K 0.07%
9,733
-68
290
$783K 0.07%
43,500
-1,470
291
$783K 0.07%
13,121
-1,408
292
$779K 0.07%
8,833
-47
293
$773K 0.07%
3,595
-236
294
$770K 0.07%
3,919
+419
295
$768K 0.07%
3,991
+153
296
$765K 0.07%
5,896
-25
297
$763K 0.07%
74,167
-3,550
298
$754K 0.07%
7,124
+1,560
299
$746K 0.07%
6,804
+104
300
$746K 0.07%
3,998
-49
10 11
12
13 14