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
$104M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$962K
2
+$490K
3
+$226K
4
MRK icon
Merck
MRK
+$48.5K
5
AVGO icon
Broadcom
AVGO
+$29K

Top Sells

1
+$1.22M
2
+$149K
3
+$119K
4
GM icon
General Motors
GM
+$118K
5
ASH icon
Ashland
ASH
+$77.7K

Sector Composition

1 Technology 27.18%
2 Healthcare 13.1%
3 Consumer Discretionary 10.43%
4 Financials 9.26%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.56%
3,601
+53
52
$567K 0.55%
1,069
-7
53
$560K 0.54%
690
+3
54
$551K 0.53%
7,613
+60
55
$533K 0.51%
6,251
-579
56
$499K 0.48%
5,926
-340
57
$451K 0.43%
974
+9
58
$414K 0.4%
7,023
+35
59
$405K 0.39%
4,800
-922
60
$400K 0.39%
1,462
+9
61
$390K 0.38%
7,428
+258
62
$382K 0.37%
2,573
63
$380K 0.37%
1,926
+35
64
$379K 0.37%
2,031
-272
65
$367K 0.35%
13,924
66
$363K 0.35%
10,116
-3,278
67
$352K 0.34%
3,233
+445
68
$345K 0.33%
2,422
-67
69
$342K 0.33%
1,663
-40
70
$335K 0.32%
2,416
-53
71
$327K 0.31%
1,314
-195
72
$273K 0.26%
1,227
-30
73
$255K 0.25%
8,083
-249
74
$247K 0.24%
546
+23
75
$234K 0.23%
5,486
-91
1 2
3
4