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
$125M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.11M
3
+$1.07M
4
CLX icon
Clorox
CLX
+$1.05M
5
CRWD icon
CrowdStrike
CRWD
+$1.02M

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.12M
4
WH icon
Wyndham Hotels & Resorts
WH
+$638K
5
BAC icon
Bank of America
BAC
+$539K

Sector Composition

1 Technology 27.7%
2 Healthcare 14.31%
3 Financials 10.21%
4 Consumer Discretionary 9.32%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$907K 0.73%
2,207
-566
52
$876K 0.7%
6,640
+3,407
53
$851K 0.68%
3,513
+2,051
54
$803K 0.65%
4,952
+19
55
$778K 0.62%
1,487
+137
56
$765K 0.61%
1,425
+451
57
$748K 0.6%
4,726
-2,122
58
$744K 0.6%
2,737
+215
59
$733K 0.59%
6,221
-30
60
$705K 0.57%
2,499
+268
61
$630K 0.51%
+4,903
62
$625K 0.5%
1,075
+6
63
$605K 0.49%
3,708
+107
64
$595K 0.48%
8,498
+885
65
$586K 0.47%
703
+13
66
$563K 0.45%
9,360
+1,932
67
$557K 0.45%
5,715
-211
68
$482K 0.39%
2,392
-181
69
$447K 0.36%
9,848
-268
70
$414K 0.33%
6,771
-252
71
$401K 0.32%
13,751
-173
72
$330K 0.26%
1,295
+68
73
$325K 0.26%
1,920
-6
74
$285K 0.23%
6,059
+573
75
$269K 0.22%
592
+46
1 2
3
4