CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$174K
3
+$126K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$115K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$110K

Top Sells

1
+$262K
2
+$252K
3
+$205K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$144K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$139K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-6
352
– –
-8
353
– –
-8
354
– –
-3
355
– –
-4
356
– –
-12
357
– –
-16
358
– –
-16
359
– –
-19
360
– –
-9
361
– –
-4
362
– –
-10
363
– –
-7
364
– –
-35
365
– –
-14
366
– –
-18
367
– –
-42
368
– –
-6
369
– –
-16
370
– –
-1
371
– –
-5
372
– –
-5
373
– –
-4
374
– –
-4
375
– –
-24
13 14
15
16 17