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
51
$3.91M 0.35%
9,954
+71
52
$3.83M 0.34%
+362,471
53
$3.55M 0.32%
6,322
+662
54
$3.52M 0.32%
11,393
+562
55
$3.48M 0.31%
21,008
+1,926
56
$3.47M 0.31%
67,035
+997
57
$3.39M 0.3%
324,203
-3,100
58
$3.33M 0.3%
33,043
+3,652
59
$3.33M 0.3%
28,225
-69
60
$3.21M 0.29%
14,218
-331
61
$3.18M 0.29%
307,027
-13,498
62
$3.16M 0.28%
37,211
-278
63
$3.14M 0.28%
294,660
-8,010
64
$3.06M 0.27%
+291,066
65
$3.01M 0.27%
6,423
+398
66
$3M 0.27%
14,203
-2,059
67
$2.99M 0.27%
289,000
68
$2.98M 0.27%
55,185
+2,468
69
$2.97M 0.27%
152,416
+3,419
70
$2.95M 0.26%
62,763
+339
71
$2.89M 0.26%
33,360
-10
72
$2.85M 0.26%
19,941
-8
73
$2.82M 0.25%
272,633
-3,020
74
$2.76M 0.25%
25,742
+404
75
$2.74M 0.25%
16,995
-334
1 2
3
4 5