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
$81.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.9M
3
+$2.78M
4
FANG icon
Diamondback Energy
FANG
+$2.7M
5
MSFT icon
Microsoft
MSFT
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.86%
2 Healthcare 16.84%
3 Financials 10.83%
4 Consumer Discretionary 10.08%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.41%
+5,176
77
$319K 0.39%
+1,198
78
$308K 0.38%
+2,642
79
$307K 0.38%
+2,287
80
$298K 0.37%
+2,549
81
$296K 0.37%
+9,681
82
$273K 0.34%
+1,368
83
$266K 0.33%
+1,815
84
$264K 0.33%
+2,375
85
$257K 0.32%
+1,373
86
$255K 0.32%
+525
87
$254K 0.31%
+1,915
88
$214K 0.26%
+693
89
$208K 0.26%
+406
90
$18.6K 0.02%
+53,038
1 2 3
4