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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
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$884K
3
+$437K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$163K

Top Sells

1
+$1.12M
2
+$479K
3
+$420K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$350K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$320K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
18
+13
402
$0 ﹤0.01%
6
403
$0 ﹤0.01%
6
404
$0 ﹤0.01%
24
405
$0 ﹤0.01%
3
406
$0 ﹤0.01%
13
407
$0 ﹤0.01%
7
408
$0 ﹤0.01%
8
409
$0 ﹤0.01%
3
410
$0 ﹤0.01%
14
411
$0 ﹤0.01%
2
412
$0 ﹤0.01%
15
413
$0 ﹤0.01%
11
414
$0 ﹤0.01%
5
415
– –
0
416
$0 ﹤0.01%
10
417
$0 ﹤0.01%
3
418
$0 ﹤0.01%
9
419
$0 ﹤0.01%
6
420
$0 ﹤0.01%
10
421
$0 ﹤0.01%
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422
$0 ﹤0.01%
7
423
$0 ﹤0.01%
6
424
$0 ﹤0.01%
7
425
$0 ﹤0.01%
19
15 16
17
18 19