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
$92.7M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$575K
3
+$3.4K

Top Sells

1
+$289K
2
+$264K
3
+$203K
4
AAPL icon
Apple
AAPL
+$154K
5
LLY icon
Eli Lilly
LLY
+$148K

Sector Composition

1 Technology 24.59%
2 Healthcare 14.88%
3 Consumer Discretionary 10.01%
4 Financials 9.09%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.6%
8,030
-1,389
52
$545K 0.59%
1,076
-103
53
$524K 0.57%
7,553
-218
54
$497K 0.54%
3,548
-122
55
$467K 0.5%
5,722
-990
56
$465K 0.5%
6,830
-192
57
$461K 0.5%
2,303
-238
58
$451K 0.49%
6,266
-315
59
$444K 0.48%
687
-17
60
$442K 0.48%
13,394
-582
61
$420K 0.45%
965
-30
62
$412K 0.44%
1,453
+12
63
$391K 0.42%
6,988
-745
64
$389K 0.42%
2,573
-147
65
$382K 0.41%
7,170
66
$381K 0.41%
13,924
67
$378K 0.41%
1,509
-26
68
$356K 0.38%
2,469
-80
69
$329K 0.35%
1,891
-51
70
$305K 0.33%
1,703
-438
71
$287K 0.31%
2,788
72
$275K 0.3%
2,489
-503
73
$261K 0.28%
1,257
74
$234K 0.25%
8,332
-1,557
75
$214K 0.23%
523
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3
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