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SIA

Schechter Investment Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 8.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.73%
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
+$14.6M
3
+$14.1M
4
IPXXU
Inflection Point Acquisition Corp. II Unit
IPXXU
+$13.1M
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 24.79%
2 Technology 15.31%
3 Healthcare 9.67%
4 Industrials 6.13%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$656K 0.06%
13,243
+933
327
$645K 0.06%
24,751
+1,048
328
$644K 0.06%
62,310
-5,950
329
$637K 0.06%
7,226
+137
330
$628K 0.06%
6,601
+3,663
331
$627K 0.06%
33,170
+4,882
332
$625K 0.06%
3,016
-350
333
$625K 0.06%
59,550
334
$624K 0.06%
6,348
-363
335
$622K 0.06%
1,321
+195
336
$619K 0.06%
8,948
337
$619K 0.06%
14,564
-72
338
$618K 0.06%
4,622
-147
339
$613K 0.06%
5,476
-303
340
$613K 0.06%
781
+79
341
$608K 0.05%
70,689
-651
342
$607K 0.05%
10,588
-192
343
$606K 0.05%
4,104
-13
344
$604K 0.05%
9,480
+180
345
$603K 0.05%
13,060
-46,486
346
$603K 0.05%
13,620
+1,402
347
$601K 0.05%
10,308
+362
348
$598K 0.05%
4,751
-407
349
$591K 0.05%
15,204
+2,172
350
$588K 0.05%
19,936
+1,348
12 13
14
15 16