CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
-9.36%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$61.9M
AUM Growth
+$61.9M
(-10%)
Cap. Flow
-$239K
Cap. Flow
% of AUM
-0.39%
Top 10 Holdings %
Top 10 Hldgs %
73.08%
Holding
460
New
3
Increased
48
Reduced
32
Closed
8
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$793K |
| 2 |
Schwab International Equity ETF
SCHF
|
$578K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$398K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$207K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$153K |
Top Sells
Sector Composition
| 1 | Financials | 0.76% |
| 2 | Healthcare | 0.62% |
| 3 | Technology | 0.4% |
| 4 | Consumer Discretionary | 0.21% |
| 5 | Industrials | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Olin
OLN
$2.71B
| $0 | ﹤0.01% | 6 | – | – |
|
452
Omnicell
OMCL
$1.5B
| $0 | ﹤0.01% | 3 | – | – |
|
453
Oshkosh
OSK
$8.92B
| $0 | ﹤0.01% | 4 +1 | +33% | – |
|
454
Occidental Petroleum
OXY
$46.9B
| $0 | ﹤0.01% | 3 | – | – |
|
455
Paychex
PAYX
$50.2B
| $0 | ﹤0.01% | 4 | – | – |
|
456
Prestige Consumer Healthcare
PBH
$3.35B
| $0 | ﹤0.01% | 11 | – | – |
|
457
PACCAR
PCAR
$52.5B
| $0 | ﹤0.01% | 5 | – | – |
|
458
PG&E
PCG
$33.6B
| $0 | ﹤0.01% | 15 | – | – |
|
459
PepsiCo
PEP
$204B
| $0 | ﹤0.01% | 3 | – | – |
|