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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$916K
3
+$214K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$119K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$106K

Top Sells

1
+$4M
2
+$2.72M
3
+$2.37M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.46M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.26M

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 Change
in Stake 		Capital Flow
226
– –
0
227
– –
-10
228
– –
0
229
– –
-10
6 7 8 9
10