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
401
$458K 0.04%
37,506
+1,000
402
$456K 0.04%
6,528
-98
403
$450K 0.04%
5,515
-241
404
$450K 0.04%
11,116
-156
405
$449K 0.04%
1,481
+31
406
$440K 0.04%
5,661
-76
407
$437K 0.04%
1,491
-71
408
$433K 0.04%
5,761
-250
409
$433K 0.04%
1,109
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410
$431K 0.04%
6,411
-37
411
$429K 0.04%
5,909
-313
412
$428K 0.04%
11,503
-5,447
413
$427K 0.04%
13,671
-7,007
414
$427K 0.04%
5,761
-35
415
$424K 0.04%
7,968
+121
416
$424K 0.04%
1,219
+124
417
$418K 0.04%
12,413
+18
418
$416K 0.04%
4,678
-740
419
$415K 0.04%
4,927
-1,071
420
$409K 0.04%
38,798
-64,546
421
$407K 0.04%
38,290
422
$404K 0.04%
1,101
-63
423
$404K 0.04%
12,460
-1,500
424
$402K 0.04%
4,212
-154
425
$400K 0.04%
37,800
15 16
17
18 19