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
$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
451
$0 ﹤0.01%
14
452
$0 ﹤0.01%
13
453
-5
454
$0 ﹤0.01%
8
455
$0 ﹤0.01%
3
456
$0 ﹤0.01%
3
457
$0 ﹤0.01%
4