CIR
Clear Investment Research Portfolio holdings
AUM
$60.3M
1-Year Est. Return
12.64%
This Fund
S&P 500
1 Year Est. Return
+12.64%
AUM
$74.6M
AUM Growth
-$4.64M
(-5.9%)
Holding
258
Top Buys
| 1 | +$476K | |
| 2 | +$362K | |
| 3 | +$185K | |
| 4 |
TransDigm Group
TDG
|
+$179K |
| 5 |
iShares Gold Trust
IAU
|
+$174K |
Top Sells
| 1 | +$2.62M | |
| 2 | +$2.13M | |
| 3 | +$1.35M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$923K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$720K |
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
$631M
| $19 | ﹤0.01% |
1
|
|
||
252
Essential Properties Realty Trust
EPRT
$7.12B
| – | – |
0
|
|
||
253
Corteva
CTVA
$53.9B
| – | – |
0
|
|
||
254
DuPont de Nemours
DD
$20.5B
| – | – |
0
|
|
||
255
DraftKings
DKNG
$11.8B
| – | – |
-100
|
|
||
256
iShares Global Energy ETF
IXC
$2.21B
| – | – |
0
|
|
||
|
WBA
257
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-800
|
|