We are live on ! Find out more
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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$208K
3
+$129K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$114K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$83.9K

Top Sells

1
+$6.19M
2
+$3.84M
3
+$1.14M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$424K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$237K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
7
302
$0 ﹤0.01%
3
303
$0 ﹤0.01%
4
304
$0 ﹤0.01%
9
305
$0 ﹤0.01%
3
306
$0 ﹤0.01%
4
307
$0 ﹤0.01%
8
308
$0 ﹤0.01%
9
309
$0 ﹤0.01%
6
310
$0 ﹤0.01%
3
311
$0 ﹤0.01%
5
312
$0 ﹤0.01%
4
313
– –
-62
314
$0 ﹤0.01%
3
315
$0 ﹤0.01%
3
316
$0 ﹤0.01%
7
317
$0 ﹤0.01%
4
318
$0 ﹤0.01%
4
319
$0 ﹤0.01%
6
320
$0 ﹤0.01%
3
321
$0 ﹤0.01%
2
322
$0 ﹤0.01%
10
323
$0 ﹤0.01%
8
324
$0 ﹤0.01%
6
325
$0 ﹤0.01%
10
11 12
13
14 15