CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.15M
3
+$192K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$174K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$105K

Top Sells

1
+$241K
2
+$230K
3
+$198K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$141K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$132K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-4
427
– –
-4
428
– –
-3
429
– –
-3
430
– –
-18
431
– –
-7
432
– –
-22
433
$0 ﹤0.01%
3
434
– –
-6
435
– –
-3
436
– –
-31
437
– –
-16
438
– –
-5
439
– –
-12
440
– –
-6
441
– –
-69
442
– –
-10
443
– –
-16
444
– –
-3
445
– –
-4
446
– –
-10
447
– –
-6
448
– –
-3
449
– –
-13
450
– –
-6
15 16 17
18
19