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
$104M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$962K
2 +$490K
3 +$226K
4
MRK icon
Merck
MRK
+$48.5K
5
AVGO icon
Broadcom
AVGO
+$29K

Top Sells

1 +$1.22M
2 +$149K
3 +$119K
4
GM icon
General Motors
GM
+$118K
5
ASH icon
Ashland
ASH
+$77.7K

Sector Composition

1 Technology 27.18%
2 Healthcare 13.1%
3 Consumer Discretionary 10.43%
4 Financials 9.26%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$232K 0.22%
1,218
-83
77
$226K 0.22%
+2,083
78
$10.6K 0.01%
53,038
79
-8,195