CIR
Clear Investment Research Portfolio holdings
AUM
$63.9M
1-Year Est. Return
11.42%
This Fund
S&P 500
1 Year Est. Return
+11.42%
AUM
$60.3M
AUM Growth
-$14.4M
(-19%)
Holding
256
Top Buys
| 1 | +$379K | |
| 2 | +$287K | |
| 3 | +$181K | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$142K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$89.6K |
Top Sells
| 1 | +$2.3M | |
| 2 | +$650K | |
| 3 | +$584K | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$506K |
| 5 |
Dollar Tree
DLTR
|
+$491K |
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Consumer Discretionary | 5.84% |
| 3 | Healthcare | 4.86% |
| 4 | Financials | 2.35% |
| 5 | Communication Services | 1.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
AbbVie
ABBV
$365B
| – | – |
-278
|
|
||
252
Fidelity National Information Services
FIS
$24.1B
| – | – |
-862
|
|
||
253
Franklin Senior Loan ETF
FLBL
$819M
| – | – |
-183
|
|
||
254
Fidelity Enhanced Mid Cap ETF
FMDE
$6.54B
| – | – |
-1,288
|
|
||
255
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| – | – |
-346
|
|