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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
376
$0 ﹤0.01%
3
377
$0 ﹤0.01%
3
378
$0 ﹤0.01%
11
379
$0 ﹤0.01%
24
380
$0 ﹤0.01%
13
381
$0 ﹤0.01%
4
382
$0 ﹤0.01%
4
383
$0 ﹤0.01%
3
384
$0 ﹤0.01%
33
385
$0 ﹤0.01%
6
386
$0 ﹤0.01%
+3
387
$0 ﹤0.01%
4
388
$0 ﹤0.01%
4
389
$0 ﹤0.01%
3
390
$0 ﹤0.01%
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391
$0 ﹤0.01%
13
392
$0 ﹤0.01%
7
393
$0 ﹤0.01%
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394
$0 ﹤0.01%
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395
$0 ﹤0.01%
2
396
$0 ﹤0.01%
15
397
$0 ﹤0.01%
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398
$0 ﹤0.01%
5
399
– –
0
400
$0 ﹤0.01%
7
14 15
16
17 18