CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$208K
3
+$129K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$114K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$83.9K

Top Sells

1
+$6.19M
2
+$3.84M
3
+$1.14M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$424K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$237K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
5
227
$0 ﹤0.01%
13
228
$0 ﹤0.01%
5
229
$0 ﹤0.01%
14
230
$0 ﹤0.01%
13
231
– –
-5
232
$0 ﹤0.01%
8
233
$0 ﹤0.01%
3
234
$0 ﹤0.01%
3
235
$0 ﹤0.01%
7
236
$0 ﹤0.01%
3
237
$0 ﹤0.01%
4
238
$0 ﹤0.01%
9
239
$0 ﹤0.01%
3
240
$0 ﹤0.01%
4
241
$0 ﹤0.01%
8
242
$0 ﹤0.01%
9
243
$0 ﹤0.01%
6
244
$0 ﹤0.01%
3
245
$0 ﹤0.01%
5
246
$0 ﹤0.01%
4
247
– –
-62
248
$0 ﹤0.01%
3
249
$0 ﹤0.01%
3
250
$0 ﹤0.01%
7
8 9
10
11 12