SIA

Schear Investment Advisers Portfolio holdings

AUM $225M
1-Year Est. Return 34.83%
This Quarter Est. Return
1 Year Est. Return
+34.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$101K
3
+$79.8K
4
NVDA icon
NVIDIA
NVDA
+$73.7K
5
VRT icon
Vertiv
VRT
+$59.6K

Top Sells

1
+$503K
2
+$103K
3
+$83.3K
4
CINF icon
Cincinnati Financial
CINF
+$55.8K
5
INTU icon
Intuit
INTU
+$51.2K

Sector Composition

1 Technology 33.29%
2 Financials 12.38%
3 Industrials 11.4%
4 Healthcare 8.46%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.65T
$18.3M 8.13%
97,890
+395
AVGO icon
2
Broadcom
AVGO
$1.69T
$14.5M 6.44%
43,849
-311
SPY icon
3
SPDR S&P 500 ETF Trust
SPY
$679B
$9.76M 4.35%
14,656
-755
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$3.22T
$9.01M 4.01%
37,060
+131
MSFT icon
5
Microsoft
MSFT
$3.96T
$7.84M 3.49%
15,130
+195
AAPL icon
6
Apple
AAPL
$3.94T
$7.43M 3.31%
29,167
-3
GEV icon
7
GE Vernova
GEV
$159B
$7.22M 3.22%
11,747
+7
META icon
8
Meta Platforms (Facebook)
META
$1.89T
$6.44M 2.87%
8,776
+66
VOO icon
9
Vanguard S&P 500 ETF
VOO
$778B
$6.21M 2.77%
10,143
+80
AMZN icon
10
Amazon
AMZN
$2.42T
$5.86M 2.61%
26,711
+130
LLY icon
11
Eli Lilly
LLY
$735B
$5.41M 2.41%
7,089
+23
COST icon
12
Costco
COST
$411B
$4.41M 1.96%
4,762
+22
JPM icon
13
JPMorgan Chase
JPM
$823B
$4.24M 1.89%
13,431
+63
MU icon
14
Micron Technology
MU
$248B
$4.08M 1.82%
24,380
+18
ORCL icon
15
Oracle
ORCL
$805B
$4.04M 1.8%
14,361
+4
C icon
16
Citigroup
C
$179B
$3.83M 1.71%
37,722
+304
AMD icon
17
Advanced Micro Devices
AMD
$412B
$3.81M 1.7%
23,579
+244
CRWD icon
18
CrowdStrike
CRWD
$132B
$3.65M 1.63%
7,441
+61
CAT icon
19
Caterpillar
CAT
$246B
$3.32M 1.48%
6,948
+44
V icon
20
Visa
V
$676B
$3.24M 1.45%
9,505
+91
PG icon
21
Procter & Gamble
PG
$353B
$3.11M 1.39%
20,250
+13,841
TSM icon
22
TSMC
TSM
$1.54T
$2.86M 1.28%
10,256
+129
MS icon
23
Morgan Stanley
MS
$264B
$2.81M 1.25%
17,664
+204
GS icon
24
Goldman Sachs
GS
$245B
$2.75M 1.23%
3,456
HD icon
25
Home Depot
HD
$383B
$2.73M 1.22%
6,749
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