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
576
$213K 0.02%
1,954
+61
577
$212K 0.02%
6,480
578
$212K 0.02%
+8,114
579
$211K 0.02%
+2,619
580
$211K 0.02%
+2,183
581
$210K 0.02%
1,019
+73
582
$210K 0.02%
+2,174
583
$209K 0.02%
5,834
-38,745
584
$209K 0.02%
+1,868
585
$207K 0.02%
1,767
-413
586
$207K 0.02%
15,379
+4,225
587
$207K 0.02%
+2,537
588
$207K 0.02%
+2,470
589
$206K 0.02%
2,967
-9
590
$206K 0.02%
+4,003
591
$205K 0.02%
+6,118
592
$201K 0.02%
+761,470
593
$197K 0.02%
32,443
+3,774
594
$194K 0.02%
10,769
+12
595
$191K 0.02%
+24,615
596
$182K 0.02%
+1,073,346
597
$169K 0.02%
14,500
598
$167K 0.02%
20,223
+666
599
$154K 0.01%
+15,111
600
$151K 0.01%
14,440
-1,114,676
22 23
24
25 26