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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
$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
351
$0 ﹤0.01%
9
352
$0 ﹤0.01%
1
353
$0 ﹤0.01%
26
354
$0 ﹤0.01%
7
355
$0 ﹤0.01%
6
356
$0 ﹤0.01%
6
357
$0 ﹤0.01%
4
358
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359
$0 ﹤0.01%
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360
$0 ﹤0.01%
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8
362
$0 ﹤0.01%
11
363
$0 ﹤0.01%
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364
$0 ﹤0.01%
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366
$0 ﹤0.01%
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367
$0 ﹤0.01%
10
368
$0 ﹤0.01%
11
369
$0 ﹤0.01%
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370
$0 ﹤0.01%
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371
$0 ﹤0.01%
3
372
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373
$0 ﹤0.01%
3
374
$0 ﹤0.01%
4
375
$0 ﹤0.01%
3
13 14
15
16 17