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
451
$356K 0.03%
+3,158
452
$354K 0.03%
1,392
453
$353K 0.03%
17,200
+2,232
454
$352K 0.03%
9,445
+751
455
$350K 0.03%
2,436
+70
456
$349K 0.03%
2,082
-93
457
$349K 0.03%
2,086
-36
458
$348K 0.03%
6,138
-903
459
$346K 0.03%
1,995
-123
460
$346K 0.03%
3,258
461
$343K 0.03%
4,732
-111
462
$342K 0.03%
3,337
-133
463
$341K 0.03%
7,484
+1,232
464
$341K 0.03%
1,366
-37
465
$338K 0.03%
4,252
-111
466
$337K 0.03%
2,922
+958
467
$336K 0.03%
12,574
+144
468
$334K 0.03%
9,797
-1,050
469
$333K 0.03%
38,981
470
$332K 0.03%
885
-4
471
$331K 0.03%
31,679
-4,647
472
$330K 0.03%
7,515
-329
473
$329K 0.03%
+7,815
474
$327K 0.03%
7,176
-959
475
$323K 0.03%
34,464
17 18
19
20 21