CIR
Clear Investment Research Portfolio holdings
AUM
$74.6M
1-Year Est. Return
7.35%
1 Year Est. Return
+7.35%
AUM
$74.6M
AUM Growth
-$4.64M
(-5.9%)
Holding
258
Top Buys
| 1 | +$480K | |
| 2 | +$364K | |
| 3 | +$194K | |
| 4 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$188K |
| 5 |
Fidelity Blue Chip Growth ETF
FBCG
|
+$145K |
Top Sells
| 1 | +$2.35M | |
| 2 | +$2.21M | |
| 3 | +$1.39M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$937K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$750K |
Sector Composition
| 1 | Technology | 11.41% |
| 2 | Consumer Discretionary | 6.78% |
| 3 | Healthcare | 3.96% |
| 4 | Financials | 2.6% |
| 5 | Consumer Staples | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Cannae Holdings
CNNE
$832M
| $19 | ﹤0.01% |
1
|
|
||
252
Corteva
CTVA
$45.6B
| – | – |
0
|
|
||
253
DuPont de Nemours
DD
$16.7B
| – | – |
0
|
|
||
254
DraftKings
DKNG
$16.5B
| – | – |
-100
|
|
||
255
Essential Properties Realty Trust
EPRT
$6.27B
| – | – |
0
|
|
||
256
iShares Global Energy ETF
IXC
$1.89B
| – | – |
0
|
|
||
|
WBA
257
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-800
|
|