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
$188M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.88M
2
+$7.26M
3
+$935K
4
TSM icon
TSMC
TSM
+$625K
5
AVGO icon
Broadcom
AVGO
+$532K

Top Sells

1
+$1.4M
2
+$940K
3
+$635K
4
MU icon
Micron Technology
MU
+$231K
5
MRK icon
Merck
MRK
+$230K

Sector Composition

1 Technology 30.25%
2 Financials 11.11%
3 Healthcare 11.09%
4 Industrials 8.53%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$431K 0.23%
13,751
77
$368K 0.2%
4,274
-2,189
78
$366K 0.2%
6,132
-1,835
79
$350K 0.19%
2,511
+223
80
$323K 0.17%
1,981
81
$308K 0.16%
1,248
+163
82
$266K 0.14%
6,993
+176
83
$233K 0.12%
1,311
-42
84
$233K 0.12%
+784
85
$231K 0.12%
+1,081
86
$205K 0.11%
288
-90
87
$201K 0.11%
+382
88
$200K 0.11%
+3,697
89
– –
-15,260
90
– –
-910
1 2 3
4