CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+5.76%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$48.4M
AUM Growth
+$1.77M
(+3.8%)
Cap. Flow
-$795K
Cap. Flow
% of AUM
-1.64%
Top 10 Holdings %
Top 10 Hldgs %
64.96%
Holding
468
New
17
Increased
30
Reduced
49
Closed
344
Top Buys
| 1 |
Graphic Packaging
GPK
|
$202K |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$174K |
| 3 |
Schwab US REIT ETF
SCHH
|
$126K |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
$115K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$110K |
Top Sells
Sector Composition
| 1 | Financials | 2.2% |
| 2 | Technology | 1.35% |
| 3 | Consumer Discretionary | 0.93% |
| 4 | Healthcare | 0.88% |
| 5 | Utilities | 0.3% |
