CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
-1.6%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$647K
Cap. Flow %
0.86%
Top 10 Hldgs %
54.29%
Holding
233
New
4
Increased
64
Reduced
51
Closed
3

Top Buys

1
$279K
2
$220K
3
$137K
4
$105K
5
$82.5K

Top Sells

1
$194K
2
$156K
3
$68.1K
4
$41K
5
$38.7K

Sector Composition

1Consumer Discretionary9.32%
2Technology8.69%
3Healthcare4.02%
4Financials2.3%
5Consumer Staples1.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.83M11.79% 15,715
+497
+3%
+$279K
$6.92M9.25% 97,378
-958
-1%
-$68.1K
$5.79M7.74% 223,215
+5,289
+2%
+$137K
$3.78M5.04% 82,719
+1,808
+2%
+$82.5K
$3.29M4.4% 14,825
-83
-0.6%
-$18.4K
$2.71M3.63% 35,882
-2,563
-7%
-$194K
$2.64M3.53% 119,731
+79
+0.1%
+$1.74K
$2.6M3.48% 44,638
+1,018
+2%
+$59.4K
$2.21M2.95% 2,673
+5
+0.2%
+$4.13K
$1.86M2.49% 76,515
-1,354
-2%
-$33K
$1.59M2.12% 55,112
-8
-0%
-$231
$1.58M2.11% 4,212
+151
+4%
+$56.7K
$1.47M1.96% 14,047
+391
+3%
+$40.9K
$1.44M1.93% 7,566
+9
+0.1%
+$1.72K
$1.21M1.61% 12,995
+857
+7%
+$79.6K
$1.1M1.47% 40,854
-1,523
-4%
-$41K
$1.06M1.42% 40,582
-31
-0.1%
-$812
$973K1.3% 10,684
-326
-3%
-$29.7K
$929K1.24% 18,158
+1,373
+8%
+$70.3K
$922K1.23% 18,144
+2,068
+13%
+$105K
$870K1.16% 21,774
+1,935
+10%
+$77.3K
$782K1.04% 7,215
+239
+3%
+$25.9K
$740K0.99% 13,718
-366
-3%
-$19.8K
$728K0.97% 17,444
+6
+0%
+$250
$712K0.95% 28,419
+112
+0.4%
+$2.8K
1234510