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
$138M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.07M
3
+$810K
4
META icon
Meta Platforms (Facebook)
META
+$640K
5
MU icon
Micron Technology
MU
+$595K

Top Sells

1
+$2.35M
2
+$405K
3
+$168K
4
PEP icon
PepsiCo
PEP
+$165K
5
FANG icon
Diamondback Energy
FANG
+$118K

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