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
426
$400K 0.04%
2,885
+57
427
$399K 0.04%
38,890
428
$399K 0.04%
+6,162
429
$397K 0.04%
870
+67
430
$395K 0.04%
+7,292
431
$393K 0.04%
6,026
+34
432
$393K 0.04%
4,164
-91
433
$392K 0.04%
8,654
-885
434
$388K 0.03%
6,756
-126
435
$383K 0.03%
7,505
+151
436
$382K 0.03%
2,199
+38
437
$380K 0.03%
873
+40
438
$379K 0.03%
4,284
+447
439
$371K 0.03%
45,583
440
$370K 0.03%
5,378
+103
441
$370K 0.03%
4,422
+138
442
$370K 0.03%
35,175
443
$369K 0.03%
3,498
-9
444
$366K 0.03%
4,826
-315
445
$364K 0.03%
8,230
-1,020
446
$364K 0.03%
24,045
+2,539
447
$358K 0.03%
2,185
+177
448
$358K 0.03%
2,338
+373
449
$358K 0.03%
+33,996
450
$356K 0.03%
5,135
-429
16 17
18
19 20