CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
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 Sells

1 +$6.36M
2 +$3.86M
3 +$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

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
426
$0 ﹤0.01%
4
427
$0 ﹤0.01%
3
428
$0 ﹤0.01%
11
429
$0 ﹤0.01%
9
430
$0 ﹤0.01%
4
431
$0 ﹤0.01%
26
432
$0 ﹤0.01%
7
433
$0 ﹤0.01%
6
434
$0 ﹤0.01%
6
435
$0 ﹤0.01%
4
436
$0 ﹤0.01%
13
437
$0 ﹤0.01%
6
438
$0 ﹤0.01%
9
439
$0 ﹤0.01%
8
440
$0 ﹤0.01%
11
441
$0 ﹤0.01%
6
442
$0 ﹤0.01%
3
443
$0 ﹤0.01%
4
444
$0 ﹤0.01%
3
445
$0 ﹤0.01%
8
446
$0 ﹤0.01%
15
447
$0 ﹤0.01%
3
448
$0 ﹤0.01%
17
449
$0 ﹤0.01%
4
450
$0 ﹤0.01%
8