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
251
$788 ﹤0.01%
10
252
$646 ﹤0.01%
10
253
$593 ﹤0.01%
32
+22
254
$467 ﹤0.01%
13
-1,302
255
$464 ﹤0.01%
6
256
$411 ﹤0.01%
74
257
$405 ﹤0.01%
10
-9
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$335 ﹤0.01%
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+11
260
$278 ﹤0.01%
10
261
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30
262
$191 ﹤0.01%
3
263
$174 ﹤0.01%
1
264
$82 ﹤0.01%
4
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$20 ﹤0.01%
1
266
$17 ﹤0.01%
1
267
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0
268
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-5
269
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270
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271
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273
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275
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0
8 9 10
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