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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
$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
426
$0 ﹤0.01%
+3
427
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+7
428
$0 ﹤0.01%
+4
429
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430
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+4
431
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432
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433
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434
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435
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436
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438
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439
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440
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441
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442
$0 ﹤0.01%
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445
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447
$0 ﹤0.01%
+24
448
$0 ﹤0.01%
+15
449
$0 ﹤0.01%
+11
450
$0 ﹤0.01%
+5
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