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
$92.7M
AUM Growth
-$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$575K
3
+$3.4K

Top Sells

1
+$289K
2
+$264K
3
+$203K
4
AAPL icon
Apple
AAPL
+$154K
5
LLY icon
Eli Lilly
LLY
+$148K

Sector Composition

1 Technology 24.59%
2 Healthcare 14.88%
3 Consumer Discretionary 10.01%
4 Financials 9.09%
5 Energy 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.28M 8.93%
21,084
+7,622
2
$5.15M 5.56%
30,094
-898
3
$4.17M 4.5%
7,767
-276
4
$4.09M 4.41%
94,090
-390
5
$3.52M 3.8%
11,152
-264
6
$3.05M 3.29%
19,672
-950
7
$2.81M 3.03%
21,438
-1,078
8
$2.63M 2.84%
20,710
-883
9
$2.56M 2.76%
30,820
-410
10
$2.18M 2.35%
12,922
-374
11
$2.13M 2.3%
4,227
-206
12
$2.13M 2.3%
3,772
-102
13
$1.84M 1.98%
3,606
-129
14
$1.62M 1.75%
5,356
-192
15
$1.61M 1.74%
15,698
-532
16
$1.58M 1.71%
6,878
-232
17
$1.4M 1.51%
3,897
+1,604
18
$1.38M 1.48%
6,755
-237
19
$1.33M 1.43%
4,867
-288
20
$1.31M 1.42%
24,286
-749
21
$1.26M 1.36%
4,195
-140
22
$1.25M 1.35%
6,787
-312
23
$1.22M 1.32%
8,195
-172
24
$1.21M 1.3%
14,795
-457
25
$1.14M 1.23%
41,702
-2,145
1
2 3 4