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
$162M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.31M
3
+$1.26M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$813K
5
AVGO icon
Broadcom
AVGO
+$755K

Top Sells

1
+$405K
2
+$47.4K
3
+$18.3K
4
MDLZ icon
Mondelez International
MDLZ
+$5.97K
5
GGROW
Gogoro Inc Warrant
GGROW
+$3.87K

Sector Composition

1 Technology 30.8%
2 Healthcare 14.35%
3 Financials 10.52%
4 Industrials 8.99%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 1.16%
5,805
+442
27
$1.82M 1.12%
7,372
+587
28
$1.8M 1.12%
4,008
+211
29
$1.71M 1.05%
9,224
+1,239
30
$1.68M 1.04%
16,184
+5,438
31
$1.66M 1.03%
19,770
+1,727
32
$1.61M 1%
13,739
+734
33
$1.61M 0.99%
3,243
+316
34
$1.6M 0.99%
4,123
+611
35
$1.6M 0.99%
2,978
+446
36
$1.57M 0.97%
5,603
+1,218
37
$1.49M 0.92%
15,886
+318
38
$1.48M 0.91%
5,243
+264
39
$1.43M 0.88%
7,572
+838
40
$1.39M 0.86%
6,712
+529
41
$1.37M 0.85%
6,088
+129
42
$1.35M 0.84%
1,668
+252
43
$1.34M 0.83%
3,796
+50
44
$1.31M 0.81%
+6,857
45
$1.29M 0.8%
7,940
+597
46
$1.27M 0.79%
24,986
+1,885
47
$1.26M 0.78%
+7,423
48
$1.2M 0.74%
10,582
+1,565
49
$1.16M 0.72%
3,217
+116
50
$1.12M 0.7%
10,791
+887
1
2
3 4