CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
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 Sells

1 +$13.5M
2 +$13.3M
3 +$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

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
326
$0 ﹤0.01%
+3
327
$0 ﹤0.01%
+5
328
$0 ﹤0.01%
+6
329
$0 ﹤0.01%
+4
330
$0 ﹤0.01%
+7
331
$0 ﹤0.01%
+3
332
$0 ﹤0.01%
+7
333
$0 ﹤0.01%
+3
334
$0 ﹤0.01%
+23
335
$0 ﹤0.01%
+7
336
$0 ﹤0.01%
+5
337
$0 ﹤0.01%
+13
338
$0 ﹤0.01%
+4
339
$0 ﹤0.01%
+6
340
$0 ﹤0.01%
+8
341
$0 ﹤0.01%
+5
342
$0 ﹤0.01%
+3
343
$0 ﹤0.01%
+7
344
$0 ﹤0.01%
+5
345
$0 ﹤0.01%
+6
346
$0 ﹤0.01%
+7
347
$0 ﹤0.01%
+5
348
$0 ﹤0.01%
+5
349
$0 ﹤0.01%
+3
350
$0 ﹤0.01%
+3