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 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$914K 0.73%
5,220
-648
52
$907K 0.73%
2,207
-566
53
$876K 0.7%
6,640
+3,407
54
$851K 0.68%
3,513
+2,051
55
$803K 0.65%
4,952
+19
56
$778K 0.62%
1,487
+137
57
$765K 0.61%
1,425
+451
58
$748K 0.6%
4,726
-2,122
59
$744K 0.6%
2,737
+215
60
$733K 0.59%
6,221
-30
61
$705K 0.57%
2,499
+268
62
$630K 0.51%
+4,903
63
$625K 0.5%
1,075
+6
64
$605K 0.49%
3,708
+107
65
$595K 0.48%
8,498
+885
66
$586K 0.47%
703
+13
67
$563K 0.45%
9,360
+1,932
68
$557K 0.45%
5,715
-211
69
$482K 0.39%
2,392
-181
70
$447K 0.36%
9,848
-268
71
$414K 0.33%
6,771
-252
72
$401K 0.32%
13,751
-173
73
$330K 0.26%
1,295
+68
74
$325K 0.26%
1,920
-6
75
$285K 0.23%
6,059
+573
1 2
3
4