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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$148K
3 +$126K
4
BAC icon
Bank of America
BAC
+$120K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$85.3K

Top Sells

1 +$1.05M
2 +$1.04M
3 +$877K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$723K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
7
452
$0 ﹤0.01%
3
453
$0 ﹤0.01%
21
454
$0 ﹤0.01%
6
455
$0 ﹤0.01%
3
456
$0 ﹤0.01%
10
457
$0 ﹤0.01%
+2