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
$188M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$7.26M
3
+$935K
4
TSM icon
TSMC
TSM
+$625K
5
AVGO icon
Broadcom
AVGO
+$532K

Top Sells

1
+$1.4M
2
+$940K
3
+$635K
4
MU icon
Micron Technology
MU
+$231K
5
MRK icon
Merck
MRK
+$230K

Sector Composition

1 Technology 30.25%
2 Financials 11.11%
3 Healthcare 11.09%
4 Industrials 8.53%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.03%
7,002
+186
27
$1.89M 1.01%
4,260
+5
28
$1.85M 0.99%
4,259
+136
29
$1.79M 0.95%
14,834
+1,095
30
$1.74M 0.93%
4,165
+52
31
$1.74M 0.92%
13,809
+3,018
32
$1.62M 0.86%
7,097
-275
33
$1.6M 0.85%
26,522
+1,536
34
$1.56M 0.83%
5,487
+244
35
$1.53M 0.81%
6,768
+56
36
$1.52M 0.81%
9,137
+1,714
37
$1.5M 0.8%
2,908
-70
38
$1.43M 0.76%
5,473
-332
39
$1.4M 0.75%
6,241
+153
40
$1.39M 0.74%
3,962
+166
41
$1.36M 0.72%
8,374
+434
42
$1.3M 0.69%
2,277
+593
43
$1.29M 0.69%
3,582
+365
44
$1.26M 0.67%
7,526
-46
45
$1.23M 0.65%
1,745
+77
46
$1.2M 0.64%
1,917
+151
47
$1.17M 0.62%
45,676
+1,208
48
$1.17M 0.62%
14,918
-968
49
$1.17M 0.62%
7,118
-8,569
50
$1.16M 0.62%
3,045
-189
1
2
3 4