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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
401
$0 ﹤0.01%
6
402
– –
-10
403
$0 ﹤0.01%
12
404
– –
-18
405
– –
-6
406
– –
-5
407
– –
-3
408
– –
-5
409
$0 ﹤0.01%
6
410
$0 ﹤0.01%
15
411
$0 ﹤0.01%
5
412
$0 ﹤0.01%
8
413
$0 ﹤0.01%
9
414
$0 ﹤0.01%
15
415
$0 ﹤0.01%
4
416
$0 ﹤0.01%
8
417
$0 ﹤0.01%
8
418
$0 ﹤0.01%
2
419
$0 ﹤0.01%
3
420
$0 ﹤0.01%
4
421
$0 ﹤0.01%
3
422
$0 ﹤0.01%
6
423
$0 ﹤0.01%
7
424
$0 ﹤0.01%
8
+6
425
$0 ﹤0.01%
5
15 16
17
18 19