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
201
$1.29M 0.12%
30,137
+2,608
202
$1.28M 0.12%
4,563
-342
203
$1.28M 0.11%
156,325
+18,300
204
$1.26M 0.11%
24,038
+2,955
205
$1.25M 0.11%
16,554
+83
206
$1.25M 0.11%
13,959
+336
207
$1.25M 0.11%
+117,285
208
$1.24M 0.11%
19,250
-50
209
$1.23M 0.11%
117,650
210
$1.23M 0.11%
30,992
+821
211
$1.22M 0.11%
114,400
212
$1.22M 0.11%
+118,200
213
$1.22M 0.11%
16,211
+4,244
214
$1.2M 0.11%
14,451
-2,261
215
$1.2M 0.11%
2,701
216
$1.19M 0.11%
12,009
-386
217
$1.19M 0.11%
114,550
218
$1.18M 0.11%
58,056
+5,729
219
$1.17M 0.11%
112,783
+14,000
220
$1.16M 0.1%
5,763
-141
221
$1.14M 0.1%
22,710
-70
222
$1.13M 0.1%
31,756
+1,043
223
$1.12M 0.1%
4,466
+196
224
$1.11M 0.1%
107,882
-3,517
225
$1.11M 0.1%
+106,350
7 8
9
10 11