CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+0.22%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$46.7M
AUM Growth
-$14.4M
(-24%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-30.86%
Top 10 Holdings %
Top 10 Hldgs %
64.8%
Holding
458
New
3
Increased
31
Reduced
29
Closed
7
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$200K |
| 2 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$120K |
| 3 |
Southern Company
SO
|
$116K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$116K |
| 5 |
Fidelity National Information Services
FIS
|
$113K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.07M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$2.76M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.69M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$2.64M |
| 5 |
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% |
