SIA

Schear Investment Advisers Portfolio holdings

AUM $227M
1-Year Est. Return 47.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+47.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$99.5K
3
+$69.9K
4
NVDA icon
NVIDIA
NVDA
+$68.9K
5
VRT icon
Vertiv
VRT
+$52.7K

Top Sells

1
+$484K
2
+$95.4K
3
+$93.8K
4
INTU icon
Intuit
INTU
+$54.1K
5
CINF icon
Cincinnati Financial
CINF
+$53.6K

Sector Composition

1 Technology 33.29%
2 Financials 12.38%
3 Industrials 11.4%
4 Healthcare 8.46%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$411K 0.18%
1,345
+70
77
$400K 0.18%
2,528
-353
78
$346K 0.15%
3,856
-136
79
$314K 0.14%
1,248
80
$290K 0.13%
1,981
81
$281K 0.13%
1,459
82
$260K 0.12%
1,121
83
$234K 0.1%
3,697
84
$210K 0.09%
1,469
-1
85
$210K 0.09%
4,379
-735
86
$209K 0.09%
367
+10
1 2 3
4