CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+1.73%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$61.1M
AUM Growth
-$2.96M
(-4.6%)
Cap. Flow
-$3.93M
Cap. Flow
% of AUM
-6.44%
Top 10 Holdings %
Top 10 Hldgs %
70.44%
Holding
459
New
8
Increased
39
Reduced
41
Closed
4
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.12M |
| 2 |
Truist Financial
TFC
|
$148K |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$126K |
| 4 |
Bank of America
BAC
|
$120K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$85.3K |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.05M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.04M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$877K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$723K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$701K |
Sector Composition
| 1 | Financials | 1.33% |
| 2 | Healthcare | 0.61% |
| 3 | Technology | 0.54% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Industrials | 0.24% |
