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
151
$1.59M 0.14%
29,439
+85
152
$1.56M 0.14%
8,336
153
$1.55M 0.14%
11,829
+1,619
154
$1.55M 0.14%
11,169
-1,283
155
$1.55M 0.14%
7,565
-1,435
156
$1.54M 0.14%
23,552
+1,108
157
$1.52M 0.14%
14,701
+970
158
$1.52M 0.14%
4,448
-219
159
$1.52M 0.14%
22,341
+1,254
160
$1.51M 0.14%
4,908
-656
161
$1.5M 0.13%
141,100
-9,200
162
$1.48M 0.13%
23,152
-1,070
163
$1.47M 0.13%
590
-66
164
$1.47M 0.13%
21,251
+516
165
$1.47M 0.13%
51,161
-5,984
166
$1.46M 0.13%
14,952
+479
167
$1.46M 0.13%
6,476
+83
168
$1.46M 0.13%
3,820
+260
169
$1.45M 0.13%
10,028
-400
170
$1.45M 0.13%
136,120
171
$1.44M 0.13%
11,770
+429
172
$1.43M 0.13%
14,341
-5,099
173
$1.43M 0.13%
136,195
+75,885
174
$1.43M 0.13%
42,688
-3,662
175
$1.42M 0.13%
100,584
-27,642
5 6
7
8 9