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
$225M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$101K
3
+$79.8K
4
NVDA icon
NVIDIA
NVDA
+$73.7K
5
VRT icon
Vertiv
VRT
+$59.6K

Top Sells

1
+$503K
2
+$103K
3
+$83.3K
4
CINF icon
Cincinnati Financial
CINF
+$55.8K
5
INTU icon
Intuit
INTU
+$51.2K

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
LHX icon
76
L3Harris
LHX
$54.5B
$411K 0.18%
1,345
+70
CINF icon
77
Cincinnati Financial
CINF
$24.6B
$400K 0.18%
2,528
-353
TGT icon
78
Target
TGT
$44.3B
$346K 0.15%
3,856
-136
LOW icon
79
Lowe's Companies
LOW
$136B
$314K 0.14%
1,248
ZTS icon
80
Zoetis
ZTS
$65.2B
$290K 0.13%
1,981
MPC icon
81
Marathon Petroleum
MPC
$59.1B
$281K 0.13%
1,459
ABBV icon
82
AbbVie
ABBV
$402B
$260K 0.12%
1,121
WMB icon
83
Williams Companies
WMB
$70.7B
$234K 0.1%
3,697
FANG icon
84
Diamondback Energy
FANG
$41.9B
$210K 0.09%
1,469
-1
SMCI icon
85
Super Micro Computer
SMCI
$30.1B
$210K 0.09%
4,379
-735
MA icon
86
Mastercard
MA
$517B
$209K 0.09%
367
+10
1 2 3
4