CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$578K
3
+$398K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$153K

Top Sells

1
+$1.11M
2
+$481K
3
+$426K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$339K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$325K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
10
302
$0 ﹤0.01%
3
303
$0 ﹤0.01%
9
304
$0 ﹤0.01%
6
305
$0 ﹤0.01%
10
306
$0 ﹤0.01%
15
307
$0 ﹤0.01%
7
308
$0 ﹤0.01%
6
309
$0 ﹤0.01%
7
310
$0 ﹤0.01%
19
311
$0 ﹤0.01%
10
312
$0 ﹤0.01%
12
313
$0 ﹤0.01%
18
314
$0 ﹤0.01%
6
315
– –
-33
316
$0 ﹤0.01%
5
317
– –
-5
318
$0 ﹤0.01%
3
319
$0 ﹤0.01%
5
320
$0 ﹤0.01%
6
321
$0 ﹤0.01%
15
322
$0 ﹤0.01%
5
-6
323
$0 ﹤0.01%
8
324
$0 ﹤0.01%
9
325
$0 ﹤0.01%
15
11 12
13
14 15