CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+7.91%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$74.3M
AUM Growth
+$74.3M
(+4.6%)
Cap. Flow
+$3.1M
Cap. Flow
% of AUM
4.17%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
277
New
5
Increased
77
Reduced
57
Closed
56
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.33M |
| 3 |
Fidelity Blue Chip Growth ETF
FBCG
|
$525K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$313K |
| 5 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$309K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 9.6% |
| 2 | Technology | 7.78% |
| 3 | Healthcare | 3.85% |
| 4 | Financials | 2% |
| 5 | Consumer Staples | 1.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
WEC Energy
WEC
$34.3B
| – | – | -128 | Closed | -$10.8K |
|