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
526
$253K 0.02%
504
+18
527
$251K 0.02%
4,747
+320
528
$251K 0.02%
29,924
-54,397
529
$250K 0.02%
6,492
+146
530
$250K 0.02%
1,354
+30
531
$250K 0.02%
32,382
532
$250K 0.02%
519
533
$248K 0.02%
2,837
534
$245K 0.02%
4,698
+400
535
$244K 0.02%
+12,498
536
$244K 0.02%
+1,655
537
$243K 0.02%
1,804
538
$243K 0.02%
3,158
+384
539
$243K 0.02%
1,200
540
$242K 0.02%
+5,597
541
$241K 0.02%
22,084
542
$239K 0.02%
+10,973
543
$239K 0.02%
+1,052
544
$238K 0.02%
+7,533
545
$238K 0.02%
900
+37
546
$237K 0.02%
2,402
+309
547
$237K 0.02%
3,250
-28
548
$235K 0.02%
4,202
-49
549
$235K 0.02%
+263
550
$235K 0.02%
1,044
-41
20 21
22
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