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
$92.7M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$2.99M
2 +$575K
3 +$3.4K

Top Sells

1 +$289K
2 +$264K
3 +$203K
4
AAPL icon
Apple
AAPL
+$154K
5
LLY icon
Eli Lilly
LLY
+$148K

Sector Composition

1 Technology 24.59%
2 Healthcare 14.88%
3 Consumer Discretionary 10.01%
4 Financials 9.09%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.23%
1,301
-138
77
$208K 0.22%
5,577
78
$8.76K 0.01%
53,038
79
-2,054
80
-2,393
81
-2,768