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
$81.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.9M
3
+$2.78M
4
FANG icon
Diamondback Energy
FANG
+$2.7M
5
MSFT icon
Microsoft
MSFT
+$2.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.86%
2 Healthcare 16.84%
3 Financials 10.83%
4 Consumer Discretionary 10.08%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.18M 5.15%
+11,890
2
$3.9M 4.81%
+30,039
3
$2.78M 3.43%
+7,594
4
$2.7M 3.33%
+19,719
5
$2.52M 3.11%
+10,524
6
$2.38M 2.93%
+13,233
7
$2.32M 2.86%
+158,440
8
$2.3M 2.84%
+4,342
9
$1.98M 2.44%
+22,416
10
$1.82M 2.25%
+21,669
11
$1.72M 2.12%
+5,453
12
$1.66M 2.04%
+3,628
13
$1.59M 1.96%
+28,410
14
$1.5M 1.84%
+6,979
15
$1.49M 1.83%
+7,176
16
$1.31M 1.61%
+6,291
17
$1.3M 1.6%
+8,016
18
$1.29M 1.59%
+8,659
19
$1.29M 1.59%
+7,300
20
$1.28M 1.58%
+15,048
21
$1.26M 1.55%
+38,001
22
$1.15M 1.41%
+4,786
23
$1.14M 1.41%
+2,661
24
$1.12M 1.38%
+3,333
25
$1.04M 1.28%
+6,577
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