CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
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 Buys

1
+$7.97M
2
+$2.86M
3
+$2.79M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$368K

Top Sells

1
+$13.3M
2
+$13.3M
3
+$12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.81M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.33M

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
401
$0 ﹤0.01%
+13
402
$0 ﹤0.01%
+6
403
$0 ﹤0.01%
+22
404
$0 ﹤0.01%
+3
405
$0 ﹤0.01%
+9
406
$0 ﹤0.01%
+3
407
$0 ﹤0.01%
+3
408
$0 ﹤0.01%
+6
409
$0 ﹤0.01%
+6
410
$0 ﹤0.01%
+3
411
$0 ﹤0.01%
+9
412
$0 ﹤0.01%
+10
413
$0 ﹤0.01%
+7
414
$0 ﹤0.01%
+18
415
$0 ﹤0.01%
+6
416
$0 ﹤0.01%
+5
417
$0 ﹤0.01%
+3
418
$0 ﹤0.01%
+3
419
$0 ﹤0.01%
+1
420
$0 ﹤0.01%
+3
421
$0 ﹤0.01%
+14
422
$0 ﹤0.01%
+4
423
$0 ﹤0.01%
+18
424
$0 ﹤0.01%
+3
425
$0 ﹤0.01%
+11
15 16
17
18 19