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
626
$30.3K ﹤0.01%
+168,100
627
$26.9K ﹤0.01%
2,362
-4
628
$26.4K ﹤0.01%
1,655
629
$26K ﹤0.01%
166,759
630
$25.4K ﹤0.01%
10,305
631
$22.9K ﹤0.01%
384,650
-1,260
632
$18.4K ﹤0.01%
170,030
-1,000
633
$15.9K ﹤0.01%
+75,600
634
$15.2K ﹤0.01%
153,405
-500
635
$14.9K ﹤0.01%
106,243
-5,357
636
$14.7K ﹤0.01%
1,714
637
$13.2K ﹤0.01%
105,579
-1,568
638
$12.6K ﹤0.01%
57
639
$11.9K ﹤0.01%
136,767
-2,542
640
$11.8K ﹤0.01%
+106,350
641
$10.7K ﹤0.01%
+398
642
$9.74K ﹤0.01%
324,603
-2,800
643
$8.9K ﹤0.01%
254,372
-1,305
644
$8.53K ﹤0.01%
206,111
-1,396
645
$8.27K ﹤0.01%
+21,156
646
$8.07K ﹤0.01%
201,640
-2,335
647
$6.38K ﹤0.01%
1,667
648
$5.64K ﹤0.01%
40,256
-61
649
$5.1K ﹤0.01%
+34,292
650
$4.67K ﹤0.01%
58,605
24 25
26
27 28