CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+6.21%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$76.9M
AUM Growth
+$76.9M
(+0.23%)
Cap. Flow
-$4.47M
Cap. Flow
% of AUM
-5.82%
Top 10 Holdings %
Top 10 Hldgs %
54.92%
Holding
230
New
18
Increased
68
Reduced
46
Closed
3
Top Buys
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$4.24M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.81M |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$2.41M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.51M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.34M |
Sector Composition
| 1 | Consumer Discretionary | 9.62% |
| 2 | Technology | 9.17% |
| 3 | Healthcare | 4.1% |
| 4 | Financials | 2.07% |
| 5 | Consumer Staples | 1.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Essential Properties Realty Trust
EPRT
$6.21B
| – | – |
0
| – | – |
|
227
IBM
IBM
$225B
| – | – |
-10
| Closed | -$1.73K |
|
228
iShares Global Energy ETF
IXC
$1.86B
| – | – |
0
| – | – |
|
229
Lam Research
LRCX
$123B
| – | – |
-1
| Closed | -$1.08K |
|