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
376
$0 ﹤0.01%
+4
377
$0 ﹤0.01%
+9
378
$0 ﹤0.01%
+3
379
$0 ﹤0.01%
+18
380
$0 ﹤0.01%
+7
381
$0 ﹤0.01%
+22
382
$0 ﹤0.01%
+6
383
$0 ﹤0.01%
+10
384
$0 ﹤0.01%
+16
385
$0 ﹤0.01%
+3
386
$0 ﹤0.01%
+10
387
$0 ﹤0.01%
+3
388
$0 ﹤0.01%
+13
389
$0 ﹤0.01%
+6
390
$0 ﹤0.01%
+22
391
$0 ﹤0.01%
+3
392
$0 ﹤0.01%
+9
393
$0 ﹤0.01%
+3
394
$0 ﹤0.01%
+3
395
$0 ﹤0.01%
+6
396
$0 ﹤0.01%
+6
397
$0 ﹤0.01%
+3
398
$0 ﹤0.01%
+9
399
$0 ﹤0.01%
+10
400
$0 ﹤0.01%
+7