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
601
$150K 0.01%
12,390
-276
602
$137K 0.01%
25,535
+10,628
603
$135K 0.01%
13,182
-2,930
604
$131K 0.01%
+13,012
605
$131K 0.01%
59,435
+7,448
606
$130K 0.01%
35,058
-1,507
607
$126K 0.01%
12,094
-1,700
608
$122K 0.01%
11,273
-466
609
$104K 0.01%
27,112
+4,194
610
$93.5K 0.01%
10,000
611
$91.9K 0.01%
+3,096
612
$91.7K 0.01%
22,040
-2,532
613
$85.7K 0.01%
13,222
614
$81.3K 0.01%
+15,857
615
$78.8K 0.01%
+22,822
616
$58.1K 0.01%
+484,469
617
$56.2K 0.01%
105,994
618
$54.1K ﹤0.01%
+13,413
619
$52.3K ﹤0.01%
19,175
620
$51.3K ﹤0.01%
16,703
+1,846
621
$43.8K ﹤0.01%
14,690
622
$39.3K ﹤0.01%
17,368
-914
623
$35.4K ﹤0.01%
777
624
$33.4K ﹤0.01%
+235,200
625
$32.5K ﹤0.01%
324,603
-2,800
23 24
25
26 27