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
$125M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.11M
3
+$1.07M
4
CLX icon
Clorox
CLX
+$1.05M
5
CRWD icon
CrowdStrike
CRWD
+$1.02M

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.12M
4
WH icon
Wyndham Hotels & Resorts
WH
+$638K
5
BAC icon
Bank of America
BAC
+$539K

Sector Composition

1 Technology 27.7%
2 Healthcare 14.31%
3 Financials 10.21%
4 Consumer Discretionary 9.32%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.2%
+1,212
77
$250K 0.2%
1,408
-1,014
78
$5.69K ﹤0.01%
53,038
79
– –
-7,935
80
– –
-1,314
81
– –
-1,218
82
– –
-2,083
83
– –
-2,031
84
– –
-2,416
85
– –
-8,083
86
– –
-1,663
87
– –
-4,800
1 2 3
4