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
$125M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.11M
3
+$1.07M
4
CLX icon
Clorox
CLX
+$1.05M
5
CRWD icon
CrowdStrike
CRWD
+$1.02M

Top Sells

1
+$2.29M
2
+$1.86M
3
+$1.12M
4
WH icon
Wyndham Hotels & Resorts
WH
+$638K
5
BAC icon
Bank of America
BAC
+$539K

Sector Composition

1 Technology 27.7%
2 Healthcare 14.31%
3 Financials 10.21%
4 Consumer Discretionary 9.32%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.4M 6.74%
92,940
-20,580
2
$7.68M 6.17%
15,976
-4,767
3
$5.92M 4.75%
7,611
-169
4
$5.1M 4.1%
29,747
-412
5
$4.99M 4%
11,853
+625
6
$4.15M 3.33%
31,320
+240
7
$3.98M 3.19%
22,037
+1,287
8
$3.97M 3.19%
26,318
+1,373
9
$2.92M 2.34%
16,160
+398
10
$2.85M 2.29%
3,890
+110
11
$2.75M 2.21%
13,858
-5,651
12
$2.59M 2.08%
5,342
+1,098
13
$2.57M 2.07%
5,794
+1,875
14
$2.25M 1.81%
5,865
+477
15
$2.12M 1.7%
7,604
+722
16
$2.12M 1.7%
13,411
+432
17
$2.11M 1.69%
4,266
+11
18
$2.02M 1.62%
5,516
+627
19
$1.89M 1.51%
9,413
+2,184
20
$1.86M 1.49%
3,685
+74
21
$1.82M 1.46%
25,648
+1,305
22
$1.66M 1.33%
6,740
-19
23
$1.62M 1.3%
3,479
+993
24
$1.51M 1.21%
2,891
+445
25
$1.39M 1.12%
2,270
+623
1
2 3 4