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
101
$2.18M 0.2%
138,588
-1,496
102
$2.13M 0.19%
6,839
+664
103
$2.12M 0.19%
21,725
+2,488
104
$2.06M 0.19%
198,663
-12,900
105
$2.06M 0.18%
194,670
-8,330
106
$2.04M 0.18%
49,214
+505
107
$2.01M 0.18%
10,329
+123
108
$2M 0.18%
16,814
+168
109
$1.96M 0.18%
24,224
+6,586
110
$1.93M 0.17%
6,317
-72
111
$1.92M 0.17%
5,948
+124
112
$1.91M 0.17%
16,772
+1,009
113
$1.9M 0.17%
20,453
+1,369
114
$1.9M 0.17%
16,608
-60
115
$1.89M 0.17%
4,433
+338
116
$1.89M 0.17%
182,099
+79,848
117
$1.89M 0.17%
40,191
-839
118
$1.87M 0.17%
138,483
+637
119
$1.87M 0.17%
14,587
+1,387
120
$1.87M 0.17%
10,082
+249
121
$1.85M 0.17%
26,260
-132
122
$1.85M 0.17%
18,303
+1,971
123
$1.85M 0.17%
86,241
-398
124
$1.84M 0.17%
5,344
-106
125
$1.84M 0.17%
7,035
+333
3 4
5
6 7