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
176
$1.4M 0.13%
6,756
+622
177
$1.4M 0.13%
90,658
-1,650
178
$1.39M 0.12%
7,755
-717
179
$1.38M 0.12%
30,054
-3,010
180
$1.38M 0.12%
3,449
+16
181
$1.38M 0.12%
32,031
+26
182
$1.38M 0.12%
128,600
-1,000
183
$1.37M 0.12%
13,215
-1,165
184
$1.37M 0.12%
131,000
185
$1.36M 0.12%
11,625
-787
186
$1.36M 0.12%
18,973
-2,025
187
$1.35M 0.12%
23,871
+664
188
$1.34M 0.12%
131,700
-10,200
189
$1.34M 0.12%
18,240
+1,061
190
$1.33M 0.12%
6,074
-1
191
$1.33M 0.12%
66,244
-931
192
$1.33M 0.12%
5,397
-281
193
$1.32M 0.12%
7,234
-20
194
$1.31M 0.12%
22,773
+742
195
$1.31M 0.12%
39,100
-2,743
196
$1.31M 0.12%
20,849
-245
197
$1.3M 0.12%
176,636
-9,103
198
$1.3M 0.12%
21,783
+323
199
$1.29M 0.12%
5,812
-965
200
$1.29M 0.12%
120,040
-2,400
6 7
8
9 10