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
501
$280K 0.03%
14,417
+573
502
$280K 0.03%
2,468
+4
503
$277K 0.02%
+3,025
504
$277K 0.02%
2,304
+113
505
$275K 0.02%
7,241
+94
506
$275K 0.02%
3,636
507
$275K 0.02%
834
-2
508
$274K 0.02%
1,690
-89
509
$273K 0.02%
3,001
+8
510
$271K 0.02%
18,985
-586
511
$270K 0.02%
1,017
+42
512
$269K 0.02%
+9,991
513
$269K 0.02%
1,509
-488
514
$267K 0.02%
6,731
-220
515
$267K 0.02%
3,025
-689
516
$263K 0.02%
1,810
-34
517
$262K 0.02%
1,073
+24
518
$262K 0.02%
2,535
-85
519
$260K 0.02%
4,190
-3,215
520
$259K 0.02%
7,112
521
$257K 0.02%
6,319
+1,360
522
$256K 0.02%
535
523
$255K 0.02%
+15,885
524
$255K 0.02%
4,234
-208
525
$253K 0.02%
+1,237
19 20
21
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