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
$81.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.9M
3
+$2.78M
4
FANG icon
Diamondback Energy
FANG
+$2.7M
5
MSFT icon
Microsoft
MSFT
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.86%
2 Healthcare 16.84%
3 Financials 10.83%
4 Consumer Discretionary 10.08%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$599K 0.74%
+11,690
52
$595K 0.73%
+1,823
53
$562K 0.69%
+5,225
54
$541K 0.67%
+2,214
55
$537K 0.66%
+5,156
56
$523K 0.65%
+1,368
57
$509K 0.63%
+2,197
58
$502K 0.62%
+8,163
59
$474K 0.58%
+860
60
$463K 0.57%
+6,945
61
$437K 0.54%
+3,632
62
$437K 0.54%
+12,976
63
$435K 0.54%
+2,513
64
$434K 0.54%
+1,708
65
$432K 0.53%
+3,933
66
$422K 0.52%
+10,704
67
$416K 0.51%
+8,292
68
$406K 0.5%
+3,257
69
$390K 0.48%
+2,247
70
$366K 0.45%
+10,274
71
$365K 0.45%
+973
72
$354K 0.44%
+1,106
73
$349K 0.43%
+1,850
74
$336K 0.41%
+13,924
75
$335K 0.41%
+6,697
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3
4