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
$81.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.9M
3
+$2.78M
4
FANG icon
Diamondback Energy
FANG
+$2.7M
5
MSFT icon
Microsoft
MSFT
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.86%
2 Healthcare 16.84%
3 Financials 10.83%
4 Consumer Discretionary 10.08%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.28%
+3,016
27
$990K 1.22%
+3,769
28
$956K 1.18%
+5,292
29
$937K 1.16%
+38,133
30
$883K 1.09%
+1,882
31
$858K 1.06%
+1,211
32
$855K 1.05%
+13,194
33
$823K 1.01%
+5,428
34
$815K 1.01%
+3,056
35
$774K 0.95%
+4,669
36
$771K 0.95%
+25,480
37
$737K 0.91%
+19,907
38
$733K 0.9%
+6,361
39
$707K 0.87%
+8,883
40
$687K 0.85%
+6,246
41
$672K 0.83%
+9,418
42
$665K 0.82%
+4,962
43
$662K 0.82%
+2,569
44
$661K 0.82%
+23,288
45
$653K 0.81%
+19,871
46
$640K 0.79%
+13,833
47
$636K 0.78%
+6,298
48
$622K 0.77%
+16,370
49
$622K 0.77%
+2,682
50
$615K 0.76%
+2,332
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