SIA

Schear Investment Advisers Portfolio holdings

AUM $227M
1-Year Est. Return 47.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$99.5K
3
+$69.9K
4
NVDA icon
NVIDIA
NVDA
+$68.9K
5
VRT icon
Vertiv
VRT
+$52.7K

Top Sells

1
+$484K
2
+$95.4K
3
+$93.8K
4
INTU icon
Intuit
INTU
+$54.1K
5
CINF icon
Cincinnati Financial
CINF
+$53.6K

Sector Composition

1 Technology 33.29%
2 Financials 12.38%
3 Industrials 11.4%
4 Healthcare 8.46%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.64%
4,078
-61
52
$1.39M 0.62%
8,960
53
$1.37M 0.61%
5,741
+83
54
$1.35M 0.6%
3,664
+7
55
$1.23M 0.55%
6,217
56
$1.23M 0.55%
2,049
+8
57
$1.2M 0.54%
1,764
-75
58
$1.19M 0.53%
23,083
59
$1.18M 0.52%
3,539
+103
60
$1.1M 0.49%
14,639
-269
61
$1.08M 0.48%
3,944
+41
62
$1.04M 0.46%
2,273
63
$1.01M 0.45%
870
+1
64
$1.01M 0.45%
6,050
+121
65
$998K 0.44%
8,094
-39
66
$979K 0.44%
5,774
+12
67
$941K 0.42%
3,815
-83
68
$828K 0.37%
5,490
+395
69
$759K 0.34%
1,521
+33
70
$759K 0.34%
2,498
-20
71
$727K 0.32%
3,922
+7
72
$656K 0.29%
3,256
-65
73
$512K 0.23%
2,875
-468
74
$430K 0.19%
13,751
75
$419K 0.19%
6,321
1 2
3
4