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
$188M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$7.26M
3
+$935K
4
TSM icon
TSMC
TSM
+$625K
5
AVGO icon
Broadcom
AVGO
+$532K

Top Sells

1
+$1.4M
2
+$940K
3
+$635K
4
MU icon
Micron Technology
MU
+$231K
5
MRK icon
Merck
MRK
+$230K

Sector Composition

1 Technology 30.25%
2 Financials 11.11%
3 Healthcare 11.09%
4 Industrials 8.53%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.61%
12,736
+868
52
$1.15M 0.61%
5,209
+1,330
53
$1.13M 0.6%
13,438
-2,746
54
$1.07M 0.57%
3,682
-48
55
$1.04M 0.55%
23,683
+397
56
$996K 0.53%
2,351
+102
57
$949K 0.51%
6,553
-6,491
58
$935K 0.5%
+2,817
59
$914K 0.49%
892
+70
60
$877K 0.47%
6,273
-584
61
$844K 0.45%
5,036
+35
62
$825K 0.44%
3,732
-409
63
$823K 0.44%
8,269
-2,313
64
$726K 0.39%
6,368
-554
65
$719K 0.38%
2,481
-13
66
$709K 0.38%
6,130
+304
67
$625K 0.33%
+3,165
68
$621K 0.33%
4,082
-199
69
$585K 0.31%
4,045
-666
70
$557K 0.3%
1,147
+22
71
$521K 0.28%
1,001
-164
72
$505K 0.27%
8,108
+1,064
73
$463K 0.25%
3,422
+1,882
74
$446K 0.24%
2,099
+237
75
$435K 0.23%
743
1 2
3
4