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
476
$322K 0.03%
2,588
+32
477
$320K 0.03%
5,570
-126
478
$316K 0.03%
3,049
-644
479
$315K 0.03%
2,680
-73
480
$314K 0.03%
2,758
-46
481
$312K 0.03%
+30,411
482
$312K 0.03%
1,698
+5
483
$310K 0.03%
10,651
-4,867
484
$304K 0.03%
11,261
-2,456
485
$302K 0.03%
38,718
+1,241
486
$301K 0.03%
3,632
-14
487
$300K 0.03%
7,783
+67
488
$299K 0.03%
37,897
+490
489
$295K 0.03%
2,434
+189
490
$295K 0.03%
48,964
491
$295K 0.03%
124,860
+83,128
492
$293K 0.03%
10,983
+212
493
$293K 0.03%
3,619
+588
494
$290K 0.03%
1,961
-17
495
$287K 0.03%
2,082
+125
496
$286K 0.03%
27,800
497
$284K 0.03%
360
-7
498
$282K 0.03%
22,325
+4,620
499
$281K 0.03%
1,431
+38
500
$280K 0.03%
8,840
18 19
20
21 22