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
551
$234K 0.02%
+6,426
552
$233K 0.02%
+3,631
553
$233K 0.02%
6,072
-233
554
$229K 0.02%
1,696
-96
555
$229K 0.02%
9,049
-316
556
$229K 0.02%
+496
557
$229K 0.02%
+20,247
558
$228K 0.02%
+888
559
$227K 0.02%
+18,120
560
$227K 0.02%
7,228
+880
561
$225K 0.02%
2,168
-22
562
$224K 0.02%
2,950
+115
563
$223K 0.02%
4,310
+524
564
$222K 0.02%
+1,499
565
$221K 0.02%
668
+7
566
$219K 0.02%
+2,278
567
$219K 0.02%
+533
568
$218K 0.02%
2,140
-43
569
$217K 0.02%
1,126
-106
570
$216K 0.02%
+872
571
$216K 0.02%
+870
572
$216K 0.02%
1,501
-173
573
$215K 0.02%
481
-611
574
$214K 0.02%
4,280
+47
575
$214K 0.02%
+1,196
21 22
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