CIR
Clear Investment Research Portfolio holdings
AUM $74.9M
AUM
$74.9M
AUM Growth
-$2.82M (-4%)
Cap. Flow
+$648K
Cap. Flow % of AUM
0.86%
Top 10 Holdings %Top 10 Hldgs %
54.29%
Holding
233
New
4
Increased
64
Reduced
51
Closed
3
Top Buys
| 1 | $279K | |
| 2 | $220K | |
| 3 | $137K | |
| 4 | $105K | |
| 5 | $82.5K |
Top Sells
| 1 | $194K | |
| 2 | $156K | |
| 3 | $68.1K | |
| 4 | $41K | |
| 5 | $38.7K |
Sector Composition
| 1 | Consumer Discretionary | 9.32% |
| 2 | Technology | 8.69% |
| 3 | Healthcare | 4.02% |
| 4 | Financials | 2.3% |
| 5 | Consumer Staples | 1.69% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $678K | 0.91% | 6,107 -7 | -0.1% | -$778 | |||
| $620K | 0.83% | 3,261 +56 | +2% | +$10.7K | |||
| $552K | 0.74% | 20,781 +20 | +0.1% | +$532 | |||
| $545K | 0.73% | 23,247 -33 | -0.1% | -$773 | |||
| $536K | 0.72% | 27,103 -173 | -0.6% | -$3.42K | |||
| $533K | 0.71% | 5,150 +9 | +0.2% | +$931 | |||
| $512K | 0.68% | 6,483 -12 | -0.2% | -$947 | |||
| $487K | 0.65% | 915 -16 | -2% | -$8.52K | |||
| $475K | 0.63% | 5,242 -111 | -2% | -$10.1K | |||
| $405K | 0.54% | 1,583 +34 | +2% | +$8.69K | |||
| $390K | 0.52% | 5,200 | – | – | |||
| $370K | 0.49% | 2,394 +87 | +4% | +$13.5K | |||
| $363K | 0.48% | 3,668 -4 | -0.1% | -$396 | |||
| $360K | 0.48% | 2,385 +45 | +2% | +$6.8K | |||
| $334K | 0.45% | 5,413 -5 | -0.1% | -$309 | |||
| $322K | 0.43% | 4,846 +2 | +0% | +$133 | |||
| $321K | 0.43% | 10,275 -754 | -7% | -$23.5K | |||
| $311K | 0.41% | 1,872 -7 | -0.4% | -$1.16K | |||
| $308K | 0.41% | 1,804 +37 | +2% | +$6.32K | |||
| $307K | 0.41% | 2,136 | – | – | |||
| $288K | 0.38% | 4,023 +3,074 | +324% | +$220K | |||
| $281K | 0.38% | 600 | – | – | |||
| $276K | 0.37% | 493 | – | – | |||
| $234K | 0.31% | 4,006 +2 | +0.1% | +$117 | |||
| $233K | 0.31% | 1,000 | – | – |
