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
376
$531K 0.05%
1,598
-76
377
$531K 0.05%
4,542
+679
378
$528K 0.05%
3,348
-3,122
379
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1
380
$516K 0.05%
101,791
-729
381
$510K 0.05%
48,201
+10,651
382
$508K 0.05%
3,489
+35
383
$508K 0.05%
2,022
+84
384
$504K 0.05%
5,196
385
$503K 0.05%
7,874
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386
$502K 0.05%
10,037
-59
387
$500K 0.04%
11,359
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388
$498K 0.04%
6,046
389
$497K 0.04%
2,501
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390
$492K 0.04%
2,896
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391
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4,294
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395
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4,074
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397
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3,405
-54
398
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4,159
-162
399
$460K 0.04%
7,400
-139
400
$459K 0.04%
1,667
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16
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