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
126
$1.83M 0.16%
+179,400
127
$1.8M 0.16%
2,483
+18
128
$1.8M 0.16%
10,439
-367
129
$1.8M 0.16%
20,480
+408
130
$1.79M 0.16%
10,281
-320
131
$1.79M 0.16%
14,807
-692
132
$1.77M 0.16%
166,510
-4,410
133
$1.74M 0.16%
18,991
-869
134
$1.73M 0.16%
+14,275
135
$1.72M 0.15%
3,763
+20
136
$1.71M 0.15%
32,840
+1,230
137
$1.71M 0.15%
3,705
-163
138
$1.69M 0.15%
28,080
+1,201
139
$1.68M 0.15%
34,168
-586
140
$1.67M 0.15%
12,648
-826
141
$1.66M 0.15%
19,702
+516
142
$1.66M 0.15%
615
-2
143
$1.66M 0.15%
4,089
-2
144
$1.65M 0.15%
46,802
+2,381
145
$1.65M 0.15%
19,493
+12,109
146
$1.65M 0.15%
7,750
+78
147
$1.63M 0.15%
21,999
+335
148
$1.61M 0.14%
8,944
-753
149
$1.59M 0.14%
14,451
-4,331
150
$1.59M 0.14%
23,874
+7,227
4 5
6
7 8