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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$2.86M
3
+$2.79M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$368K

Top Sells

1
+$13.3M
2
+$13.3M
3
+$12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.81M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.33M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
+6
302
$0 ﹤0.01%
+3
303
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+3
304
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+3
305
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+4
306
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307
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308
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309
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310
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+10
311
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+8
312
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313
$0 ﹤0.01%
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314
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315
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+4
316
$0 ﹤0.01%
+4
317
$0 ﹤0.01%
+3
318
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319
$0 ﹤0.01%
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320
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321
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+13
322
$0 ﹤0.01%
+7
323
$0 ﹤0.01%
+8
324
$0 ﹤0.01%
+3
325
$0 ﹤0.01%
+14
11 12
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