SIA

Schear Investment Advisers Portfolio holdings

AUM $232M
1-Year Est. Return 37.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$1.63M
3
+$1.4M
4
VRT icon
Vertiv
VRT
+$495K
5
MU icon
Micron Technology
MU
+$374K

Top Sells

1
+$4.74M
2
+$4.19M
3
+$2.91M
4
MRK icon
Merck
MRK
+$720K
5
TMO icon
Thermo Fisher Scientific
TMO
+$455K

Sector Composition

1 Technology 32.21%
2 Financials 12.85%
3 Industrials 11.13%
4 Healthcare 9.31%
5 Consumer Discretionary 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.72%
14,789
+407
52
$1.36M 0.68%
5,860
-132
53
$1.35M 0.67%
5,658
+189
54
$1.28M 0.64%
8,960
+439
55
$1.23M 0.61%
1,629
-58
56
$1.17M 0.58%
3,898
-64
57
$1.16M 0.57%
2,273
-31
58
$1.13M 0.56%
2,041
-8,430
59
$1.1M 0.55%
14,908
-145
60
$1.1M 0.55%
3,903
+94
61
$1.1M 0.54%
3,436
+1,318
62
$1.09M 0.54%
23,083
-228
63
$1.02M 0.51%
6,409
+1,431
64
$977K 0.48%
8,133
-296
65
$912K 0.45%
869
-16
66
$866K 0.43%
5,929
-343
67
$794K 0.39%
3,343
+82
68
$743K 0.37%
5,762
-584
69
$736K 0.36%
2,518
+44
70
$726K 0.36%
3,321
+78
71
$689K 0.34%
1,488
+342
72
$654K 0.32%
+5,095
73
$598K 0.3%
3,915
-117
74
$447K 0.22%
6,321
+223
75
$429K 0.21%
2,881
+410
1 2
3
4