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
76
$2.74M 0.25%
5,248
-165
77
$2.7M 0.24%
+266,370
78
$2.67M 0.24%
24,975
+46
79
$2.6M 0.23%
66,341
-2,620
80
$2.56M 0.23%
+249,483
81
$2.55M 0.23%
48,711
-285
82
$2.53M 0.23%
16,698
+46
83
$2.51M 0.23%
41,601
-1,021
84
$2.48M 0.22%
7,993
+388
85
$2.45M 0.22%
238,045
-17,600
86
$2.39M 0.22%
+235,200
87
$2.38M 0.21%
20,974
+1,845
88
$2.36M 0.21%
+231,095
89
$2.36M 0.21%
43,822
-6,101
90
$2.36M 0.21%
17,239
-265
91
$2.34M 0.21%
227,937
-6,251
92
$2.31M 0.21%
10,468
-134
93
$2.26M 0.2%
218,439
+119,700
94
$2.25M 0.2%
14,328
-233
95
$2.23M 0.2%
35,032
+843
96
$2.23M 0.2%
213,106
+153,106
97
$2.23M 0.2%
11,580
+377
98
$2.22M 0.2%
13,407
+228
99
$2.2M 0.2%
7,365
+70
100
$2.19M 0.2%
5,734
+269
2 3
4
5 6