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
$125M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.11M
3
+$1.07M
4
CLX icon
Clorox
CLX
+$1.05M
5
CRWD icon
CrowdStrike
CRWD
+$1.02M

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.12M
4
WH icon
Wyndham Hotels & Resorts
WH
+$638K
5
BAC icon
Bank of America
BAC
+$539K

Sector Composition

1 Technology 27.7%
2 Healthcare 14.31%
3 Financials 10.21%
4 Consumer Discretionary 9.32%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 1.08%
5,560
+334
27
$1.3M 1.04%
3,745
+94
28
$1.29M 1.04%
6,301
-433
29
$1.29M 1.04%
12,748
+3,936
30
$1.28M 1.03%
+20,233
31
$1.27M 1.02%
3,567
+499
32
$1.2M 0.97%
4,232
+100
33
$1.19M 0.96%
4,773
+840
34
$1.19M 0.95%
7,350
+208
35
$1.19M 0.95%
2,839
-36
36
$1.12M 0.9%
16,414
+2,010
37
$1.11M 0.89%
+4,281
38
$1.1M 0.88%
2,804
+959
39
$1.07M 0.86%
3,002
+43
40
$1.07M 0.86%
+11,733
41
$1.06M 0.85%
22,051
-1,322
42
$1.05M 0.84%
+6,847
43
$1.02M 0.82%
+3,175
44
$1M 0.81%
6,152
+1,251
45
$986K 0.79%
+1,367
46
$965K 0.78%
25,453
-14,209
47
$953K 0.77%
10,125
-4,442
48
$943K 0.76%
+1,451
49
$918K 0.74%
32,922
-2,788
50
$914K 0.73%
5,220
-648
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