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SIA

Schear Investment Advisers Portfolio holdings

AUM $227M
1-Year Est. Return 47.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
-$5.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.59M
3
+$1.51M
4
MU icon
Micron Technology
MU
+$1.38M
5
BSX icon
Boston Scientific
BSX
+$990K

Top Sells

1
+$3.1M
2
+$2.82M
3
+$1.66M
4
META icon
Meta Platforms (Facebook)
META
+$1.2M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.13M

Sector Composition

1 Technology 32.17%
2 Industrials 14.62%
3 Financials 11.27%
4 Healthcare 9.32%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
51
Stryker
SYK
$116B
$1.2M 0.53%
3,661
-13
RTX icon
52
RTX Corp
RTX
$244B
$1.13M 0.5%
5,875
+59
URI icon
53
United Rentals
URI
$66B
$1.13M 0.5%
1,550
-123
HON icon
54
Honeywell
HON
$135B
$1.12M 0.49%
4,938
+8
BAC icon
55
Bank of America
BAC
$387B
$1.11M 0.49%
22,816
-56
JNJ icon
56
Johnson & Johnson
JNJ
$577B
$954K 0.42%
3,903
LMT icon
57
Lockheed Martin
LMT
$125B
$912K 0.4%
1,509
+14
TMUS icon
58
T-Mobile US
TMUS
$202B
$893K 0.39%
4,252
-110
APD icon
59
Air Products & Chemicals
APD
$62.2B
$878K 0.39%
3,021
-335
BLK icon
60
Blackrock
BLK
$156B
$837K 0.37%
870
-3
DHI icon
61
D.R. Horton
DHI
$41.9B
$754K 0.33%
5,496
-52
MRVL icon
62
Marvell Technology
MRVL
$232B
$748K 0.33%
7,551
+106
MCD icon
63
McDonald's
MCD
$201B
$716K 0.32%
2,304
-29
EPD icon
64
Enterprise Products Partners
EPD
$82.5B
$579K 0.26%
15,311
LHX icon
65
L3Harris
LHX
$57.8B
$466K 0.21%
1,350
+3
KO icon
66
Coca-Cola
KO
$359B
$435K 0.19%
5,717
-26
QQQ icon
67
Invesco QQQ Trust
QQQ
$467B
$397K 0.17%
687
-1,340
MPC icon
68
Marathon Petroleum
MPC
$78B
$356K 0.16%
1,457
LOW icon
69
Lowe's Companies
LOW
$121B
$279K 0.12%
1,179
-25
WMB icon
70
Williams Companies
WMB
$88.6B
$269K 0.12%
3,697
CINF icon
71
Cincinnati Financial
CINF
$26.1B
$264K 0.12%
1,675
-544
GLW icon
72
Corning
GLW
$147B
$261K 0.12%
+1,921
ABBV icon
73
AbbVie
ABBV
$399B
$236K 0.1%
1,087
PSX icon
74
Phillips 66
PSX
$73B
$219K 0.1%
+1,204
LRCX icon
75
Lam Research
LRCX
$437B
$216K 0.1%
+1,011
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