SIA

Schear Investment Advisers Portfolio holdings

AUM $232M
1-Year Est. Return 37.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.63M
3
+$1.4M
4
VRT icon
Vertiv
VRT
+$495K
5
MU icon
Micron Technology
MU
+$374K

Top Sells

1
+$4.74M
2
+$4.19M
3
+$2.91M
4
MRK icon
Merck
MRK
+$720K
5
TMO icon
Thermo Fisher Scientific
TMO
+$455K

Sector Composition

1 Technology 32.21%
2 Financials 12.85%
3 Industrials 11.13%
4 Healthcare 9.31%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.12%
12,189
+384
27
$2.25M 1.11%
29,043
-2,977
28
$2.13M 1.05%
8,259
+384
29
$2.08M 1.03%
6,490
+612
30
$2.06M 1.02%
4,398
+64
31
$2.05M 1.02%
4,383
-107
32
$1.96M 0.97%
+7,027
33
$1.96M 0.97%
6,528
+111
34
$1.94M 0.96%
5,440
+646
35
$1.9M 0.94%
15,367
+243
36
$1.89M 0.93%
2,573
+76
37
$1.87M 0.92%
4,436
+56
38
$1.84M 0.91%
6,352
-46
39
$1.76M 0.87%
35,713
+6,509
40
$1.65M 0.82%
65,024
+7,805
41
$1.6M 0.79%
4,139
-116
42
$1.59M 0.79%
5,685
+39
43
$1.58M 0.78%
8,143
+2,074
44
$1.55M 0.77%
+15,706
45
$1.5M 0.74%
6,505
-204
46
$1.49M 0.74%
2,715
-15
47
$1.48M 0.73%
4,582
+1,314
48
$1.46M 0.72%
4,668
-37
49
$1.45M 0.72%
1,839
-78
50
$1.45M 0.72%
3,657
-14
1
2
3 4