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SIA
Schechter Investment Advisors Portfolio holdings
AUM
$1.21B
1-Year Est. Return
8.73%
This Fund
S&P 500
1 Year Est. Return
+8.73%
AUM
$1.11B
AUM Growth
+$33M
(+3.1%)
Holding
785
Top Buys
| 1 | +$16M | |
| 2 | +$14.6M | |
| 3 | +$14.1M | |
| 4 |
IPXXU
Inflection Point Acquisition Corp. II Unit
IPXXU
|
+$13.1M |
| 5 |
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 | 24.79% |
| 2 | Technology | 15.31% |
| 3 | Healthcare | 9.67% |
| 4 | Industrials | 6.13% |
| 5 | Consumer Discretionary | 5.37% |