SIA

Schear Investment Advisers Portfolio holdings

AUM $232M
1-Year Est. Return 37.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$845K
3
+$617K
4
MU icon
Micron Technology
MU
+$570K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$426K

Top Sells

1
+$2.26M
2
+$389K
3
+$172K
4
AAPL icon
Apple
AAPL
+$149K
5
FANG icon
Diamondback Energy
FANG
+$117K

Sector Composition

1 Technology 31.15%
2 Healthcare 14.73%
3 Financials 10.14%
4 Consumer Discretionary 8.19%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.23%
683
+91
77
$302K 0.22%
1,434
+222
78
$302K 0.22%
6,213
+154
79
$278K 0.2%
1,260
-35
80
$215K 0.16%
1,451
+43
81
$3.87K ﹤0.01%
53,038
1 2 3
4