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SIA
Schear Investment Advisers Portfolio holdings
AUM
$227M
1-Year Est. Return
47.81%
This Fund
S&P 500
1 Year Est. Return
+47.81%
AUM
$227M
AUM Growth
-$5.58M
(-2.4%)
Holding
81
Top Buys
| 1 | +$1.67M | |
| 2 | +$1.59M | |
| 3 | +$1.51M | |
| 4 |
Micron Technology
MU
|
+$1.38M |
| 5 |
Boston Scientific
BSX
|
+$990K |
Top Sells
| 1 | +$3.1M | |
| 2 | +$2.82M | |
| 3 | +$1.66M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.2M |
| 5 |
Arthur J. Gallagher & Co
AJG
|
+$1.13M |
Sector Composition
| 1 | Technology | 32.17% |
| 2 | Industrials | 14.62% |
| 3 | Financials | 11.27% |
| 4 | Healthcare | 9.32% |
| 5 | Consumer Discretionary | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kinder Morgan
KMI
$70.8B
| $210K | 0.09% |
+6,277
|
|
||
77
Waste Management
WM
$89.4B
| $208K | 0.09% |
+907
|
|
||
|
78
Arthur J. Gallagher & Co
AJG
$57.1B
| – | – |
-4,354
|
|
||
79
Eaton
ETN
$149B
| – | – |
-5,212
|
|
||
80
GE HealthCare
GEHC
$28.9B
| – | – |
-7,412
|
|
||
81
Oracle
ORCL
$509B
| – | – |
-15,893
|
|