CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+2.54%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow %
100%
Top 10 Hldgs %
72.35%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–

Top Buys

1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$14.1M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$12.4M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$8.87M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$8.47M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$7.59M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
IJS icon
26
iShares S&P Small-Cap 600 Value ETF
IJS
$6.53B
$4K ﹤0.01%
+37
New +$4K
FM
27
DELISTED
iShares Frontier and Select EM ETF
FM
$0 ﹤0.01%
+8
New –
1
2