CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.5K ﹤0.01%
32
227
$3.38K ﹤0.01%
21
-2
228
$3.25K ﹤0.01%
113
+2
229
$3.19K ﹤0.01%
16
230
$3.09K ﹤0.01%
+50
231
$2.72K ﹤0.01%
62
232
$2.69K ﹤0.01%
248
233
$2.52K ﹤0.01%
41
234
$2.07K ﹤0.01%
+68
235
$2.03K ﹤0.01%
167
236
$1.64K ﹤0.01%
10
237
$1.55K ﹤0.01%
42
238
$1.52K ﹤0.01%
12
239
$1.5K ﹤0.01%
18
240
$1.5K ﹤0.01%
7
241
$1.47K ﹤0.01%
10
+2
242
$1.31K ﹤0.01%
+21
243
$1.25K ﹤0.01%
19
+1
244
$1.15K ﹤0.01%
+20
245
$1.1K ﹤0.01%
+7
246
$1.07K ﹤0.01%
6
247
$1.05K ﹤0.01%
48
248
$967 ﹤0.01%
21
249
$959 ﹤0.01%
16
250
$953 ﹤0.01%
7
8 9
10
11 12