CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Est. Return
7.34%
1 Year Est. Return
+7.34%
AUM
$74.9M
AUM Growth
-$2.82M
(-3.6%)
Holding
233
Top Buys
| 1 | +$279K | |
| 2 | +$220K | |
| 3 | +$137K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$105K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$82.5K |
Top Sells
| 1 | +$194K | |
| 2 | +$156K | |
| 3 | +$68.1K | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$41K |
| 5 |
iShares Gold Trust
IAU
|
+$38.7K |
Sector Composition
| 1 | Consumer Discretionary | 9.32% |
| 2 | Technology | 8.69% |
| 3 | Healthcare | 4.02% |
| 4 | Financials | 2.3% |
| 5 | Consumer Staples | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Corteva
CTVA
$41.7B
| – | – |
0
|
|
||
227
DuPont de Nemours
DD
$33.3B
| – | – |
0
|
|
||
228
Essential Properties Realty Trust
EPRT
$6.12B
| – | – |
0
|
|
||
229
iShares Global Energy ETF
IXC
$1.82B
| – | – |
0
|
|
||
|
BINI
230
DELISTED
Bollinger Innovations
BINI
| – | – |
0
|
|
||
231
ON Semiconductor
ON
$21.5B
| – | – |
-3
|
|
||
|
FM
232
DELISTED
iShares Frontier and Select EM ETF
FM
| – | – |
-10
|
|