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

Top Buys

1
+$194K
2
+$123K
3
+$115K
4
FIS icon
Fidelity National Information Services
FIS
+$113K
5
SO icon
Southern Company
SO
+$109K

Top Sells

1
+$3.06M
2
+$2.75M
3
+$2.68M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.8M

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
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3
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305
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– –
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325
$0 ﹤0.01%
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11 12
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14 15