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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
13
302
$0 ﹤0.01%
7
303
$0 ﹤0.01%
8
304
$0 ﹤0.01%
3
305
$0 ﹤0.01%
14
306
$0 ﹤0.01%
+2
307
$0 ﹤0.01%
15
308
$0 ﹤0.01%
11
309
$0 ﹤0.01%
5
310
$0 ﹤0.01%
+14
311
– –
0
312
$0 ﹤0.01%
10
313
$0 ﹤0.01%
9
314
$0 ﹤0.01%
10
315
$0 ﹤0.01%
15
316
– –
-7
317
– –
-6
318
$0 ﹤0.01%
19
319
– –
-9
320
– –
-14
321
$0 ﹤0.01%
5
322
$0 ﹤0.01%
8
323
$0 ﹤0.01%
9
324
$0 ﹤0.01%
15
325
$0 ﹤0.01%
4
11 12
13
14 15