CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Sells

1 +$3.07M
2 +$2.76M
3 +$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$0 ﹤0.01%
3
427
$0 ﹤0.01%
4
428
$0 ﹤0.01%
24
429
$0 ﹤0.01%
3
430
$0 ﹤0.01%
13
431
$0 ﹤0.01%
4
432
$0 ﹤0.01%
26
433
$0 ﹤0.01%
7
434
$0 ﹤0.01%
6
435
$0 ﹤0.01%
6
436
$0 ﹤0.01%
4
437
$0 ﹤0.01%
13
438
$0 ﹤0.01%
6
439
$0 ﹤0.01%
9
440
$0 ﹤0.01%
8
441
$0 ﹤0.01%
11
442
$0 ﹤0.01%
6
443
$0 ﹤0.01%
3
444
$0 ﹤0.01%
4
445
$0 ﹤0.01%
4
+1
446
$0 ﹤0.01%
4
447
$0 ﹤0.01%
11
448
$0 ﹤0.01%
8
449
$0 ﹤0.01%
15
450
$0 ﹤0.01%
3