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
301
$746K 0.07%
5,802
-862
302
$744K 0.07%
5,344
-32
303
$741K 0.07%
11,506
-408
304
$739K 0.07%
10,603
+100
305
$739K 0.07%
+6,950
306
$738K 0.07%
71,233
-10,750
307
$734K 0.07%
9,573
-109
308
$733K 0.07%
10,437
+2,063
309
$727K 0.07%
24,784
+384
310
$724K 0.07%
1,007
-14
311
$716K 0.06%
6,456
+23
312
$710K 0.06%
1,028
+34
313
$709K 0.06%
2,366
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314
$705K 0.06%
9,534
-2,180
315
$705K 0.06%
9,665
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316
$702K 0.06%
2,059
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317
$697K 0.06%
1,564
-262
318
$688K 0.06%
5,655
+155
319
$687K 0.06%
8,908
+803
320
$683K 0.06%
12,257
+81
321
$681K 0.06%
6,024
+1,590
322
$681K 0.06%
+63,468
323
$679K 0.06%
+66,096
324
$661K 0.06%
16,517
+290
325
$658K 0.06%
38,739
+4,277
11 12
13
14 15