CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
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 Sells

1 +$13.5M
2 +$13.3M
3 +$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

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
451
$0 ﹤0.01%
+11
452
$0 ﹤0.01%
+10
453
$0 ﹤0.01%
+10
454
$0 ﹤0.01%
+4
455
$0 ﹤0.01%
+5
456
$0 ﹤0.01%
+13
457
$0 ﹤0.01%
5