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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+9.49%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$64M
AUM Growth
+$2.13M
Cap. Flow
-$9.37M
Cap. Flow %
-14.64%
Top 10 Hldgs %
70.92%
Holding
459
New
7
Increased
37
Reduced
33
Closed
8

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.55M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$208K
3
GPK icon
Graphic Packaging
GPK
+$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

Rank Stock Value
1
SCHF icon
Schwab International Equity ETF
SCHF
+$6.19M
2
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$3.84M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$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

Rank Sector Weight
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
SFNC icon
351
Simmons First National
SFNC
$3.39B
$0 ﹤0.01%
2
-8
-80% -$205
SIG icon
352
Signet Jewelers
SIG
$3.76B
$0 ﹤0.01%
4
– –
SKX
353
DELISTED
Skechers
SKX
$0 ﹤0.01%
5
– –
SLM icon
354
SLM Corp
SLM
$5.15B
$0 ﹤0.01%
13
– –
SNAP icon
355
Snap
SNAP
$9.01B
$0 ﹤0.01%
5
– –
SNEX icon
356
StoneX
SNEX
$7.94B
$0 ﹤0.01%
30
– –
SPOK icon
357
Spok Holdings
SPOK
$241M
$0 ﹤0.01%
13
– –
STE icon
358
Steris
STE
$23.1B
– –
-5
Closed -$1K
STLD icon
359
Steel Dynamics
STLD
$37.6B
$0 ﹤0.01%
8
– –
SWKS icon
360
Skyworks Solutions
SWKS
$10.6B
$0 ﹤0.01%
3
– –
SXI icon
361
Standex International
SXI
$4.12B
$0 ﹤0.01%
3
– –
TAP icon
362
Molson Coors Class B
TAP
$8.09B
$0 ﹤0.01%
4
– –
TFC icon
363
Truist Financial
TFC
$64B
$0 ﹤0.01%
7
– –
THO icon
364
Thor Industries
THO
$4.14B
$0 ﹤0.01%
3
– –
THRM icon
365
Gentherm
THRM
$1.27B
$0 ﹤0.01%
4
– –
THS
366
DELISTED
Treehouse Foods
THS
$0 ﹤0.01%
7
– –
TNC icon
367
Tennant Co
TNC
$1.26B
$0 ﹤0.01%
3
– –
TPR icon
368
Tapestry
TPR
$32.8B
$0 ﹤0.01%
4
– –
TRMB icon
369
Trimble
TRMB
$13.9B
$0 ﹤0.01%
9
– –
TRV icon
370
Travelers Companies
TRV
$80.2B
$0 ﹤0.01%
3
– –
TT icon
371
Trane Technologies
TT
$106B
$0 ﹤0.01%
4
– –
UAA icon
372
Under Armour
UAA
$2.6B
$0 ﹤0.01%
8
– –
UBSI icon
373
United Bankshares
UBSI
$6.62B
$0 ﹤0.01%
9
– –
UFCS icon
374
United Fire Group
UFCS
$1.4B
$0 ﹤0.01%
6
– –
UNF icon
375
Unifirst Corp
UNF
$5.25B
$0 ﹤0.01%
3
– –
13 14
15
16 17

Similar funds

LC
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HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q1 2019 Portfolio in Review

As of Q1 2019, Clear Investment Research held 459 positions worth $64M, up 3.4% from $61.9M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Clear Investment Research withdrew a net $9.37M in Q1 2019, closing 8 positions and reducing 33 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $17K position sold in full.

By sector, the portfolio is most concentrated in Financials at 0.81% of assets, up from 0.76% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Clear Investment Research opened a new position in Graphic Packaging worth $134K.

  • Clear Investment Research's largest Q1 2019 buy was Graphic Packaging: 10,640 shares worth $134K.
  • Clear Investment Research added most to iShares Core MSCI Emerging Markets ETF in Q1 2019, an estimated $2.55M increase.
  • Clear Investment Research's biggest Q1 2019 reduction was Schwab International Equity ETF, cutting an estimated $6.19M.
  • Clear Investment Research fully exited Vanguard S&P 500 ETF in Q1 2019, selling an estimated $17K.
  • Clear Investment Research's ten largest holdings make up 71% of its $64M portfolio in Q1 2019.
  • Clear Investment Research opened 7 new positions and closed 8 in Q1 2019.
  • Clear Investment Research's portfolio value rose 3.4% quarter-over-quarter to $64M.

Based on Clear Investment Research's 13F filing for Q1 2019, filed 6 May 2019.