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
751
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757
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-64,290
758
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760
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762
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764
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766
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767
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768
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770
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771
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$0 ﹤0.01%
51,657
773
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-378,174
774
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-170,925
775
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-102,390
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