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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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$147K
3
+$124K
4
BAC icon
Bank of America
BAC
+$119K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$83.4K

Top Sells

1
+$1.04M
2
+$1.03M
3
+$861K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$714K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$702K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
6
402
$0 ﹤0.01%
6
403
$0 ﹤0.01%
24
404
$0 ﹤0.01%
3
405
$0 ﹤0.01%
13
406
$0 ﹤0.01%
7
407
$0 ﹤0.01%
8
408
$0 ﹤0.01%
3
409
$0 ﹤0.01%
14
410
– –
-2
411
$0 ﹤0.01%
15
412
$0 ﹤0.01%
11
413
$0 ﹤0.01%
5
414
– –
0
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416
$0 ﹤0.01%
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417
$0 ﹤0.01%
10
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$0 ﹤0.01%
15
419
$0 ﹤0.01%
4
420
$0 ﹤0.01%
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$0 ﹤0.01%
2
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$0 ﹤0.01%
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423
$0 ﹤0.01%
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424
$0 ﹤0.01%
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425
$0 ﹤0.01%
5
15 16
17
18 19