CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
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
+$1.97M
2
+$732K
3
+$653K
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$470K
5
VV icon
Vanguard Large-Cap ETF
VV
+$468K

Top Sells

1
+$309K
2
+$278K
3
+$108K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.1K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$63.8K

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
276
– –
0
277
– –
-10
278
– –
-400
279
– –
-4
280
– –
-1
8 9 10 11
12