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
$92.7M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$575K
3
+$3.4K

Top Sells

1
+$289K
2
+$264K
3
+$203K
4
AAPL icon
Apple
AAPL
+$154K
5
LLY icon
Eli Lilly
LLY
+$148K

Sector Composition

1 Technology 24.59%
2 Healthcare 14.88%
3 Consumer Discretionary 10.01%
4 Financials 9.09%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.2%
4,150
-257
27
$1.11M 1.19%
3,606
-117
28
$1.1M 1.19%
2,916
-69
29
$1.06M 1.15%
6,826
-639
30
$1.04M 1.12%
7,186
-331
31
$994K 1.07%
5,865
-167
32
$974K 1.05%
35,997
-1,225
33
$971K 1.05%
7,909
-234
34
$961K 1.04%
2,407
-95
35
$952K 1.03%
5,288
-359
36
$944K 1.02%
2,916
-106
37
$913K 0.99%
2,453
-58
38
$909K 0.98%
24,575
-766
39
$882K 0.95%
3,868
-85
40
$831K 0.9%
3,053
-205
41
$808K 0.87%
2,956
-146
42
$771K 0.83%
8,678
-527
43
$755K 0.81%
14,304
-412
44
$710K 0.77%
1,841
-90
45
$710K 0.77%
4,866
-157
46
$668K 0.72%
1,627
-57
47
$623K 0.67%
2,478
-255
48
$589K 0.64%
2,237
49
$585K 0.63%
4,872
-253
50
$577K 0.62%
1,349
-140
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2
3 4