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
$104M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$490K
3
+$226K
4
MRK icon
Merck
MRK
+$48.5K
5
AVGO icon
Broadcom
AVGO
+$29K

Top Sells

1
+$1.22M
2
+$149K
3
+$119K
4
GM icon
General Motors
GM
+$118K
5
ASH icon
Ashland
ASH
+$77.7K

Sector Composition

1 Technology 27.18%
2 Healthcare 13.1%
3 Consumer Discretionary 10.43%
4 Financials 9.26%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 1.19%
7,229
+43
27
$1.2M 1.16%
2,446
+39
28
$1.19M 1.15%
4,132
-18
29
$1.11M 1.07%
2,875
-41
30
$1.11M 1.07%
2,773
-143
31
$1.11M 1.07%
7,142
-767
32
$1.07M 1.04%
6,848
+22
33
$1.07M 1.04%
5,226
-62
34
$1.02M 0.98%
2,486
+33
35
$997K 0.96%
5,868
+3
36
$961K 0.93%
3,068
+15
37
$943K 0.91%
1,845
+4
38
$940K 0.91%
23,373
-1,202
39
$911K 0.88%
35,710
-287
40
$886K 0.85%
2,959
+3
41
$884K 0.85%
3,933
+65
42
$833K 0.8%
14,404
+100
43
$827K 0.8%
8,812
+134
44
$822K 0.79%
1,647
+20
45
$723K 0.7%
4,933
+67
46
$662K 0.64%
2,231
-6
47
$653K 0.63%
4,901
+29
48
$641K 0.62%
1,350
+1
49
$638K 0.62%
7,935
-95
50
$610K 0.59%
2,522
+44
1
2
3 4