We are live on ! Find out more
CIR

Clear Investment Research Portfolio holdings

AUM $64.2M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
+2.54%
1 Year Est. Return
+19.32%
3 Year Est. Return
+48.47%
5 Year Est. Return
+46.75%
10 Year Est. Return
+125.28%
AUM
$110M
AUM Growth
–
Cap. Flow
+$110M
Cap. Flow %
99.12%
Top 10 Hldgs %
72.35%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$13.7M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.4M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$8.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.3M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$7.45M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 98.27%
2 Consumer Discretionary 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
26
iShares S&P Small-Cap 600 Value ETF
IJS
$8.09B
$4K ﹤0.01%
+74
New +$4.3K
FM
27
DELISTED
iShares Frontier and Select EM ETF
FM
$0 ﹤0.01%
+8
New +$241
1
2

Similar funds

FCM
Fourier Capital Management Hong Kong $64M AUM
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
Owlhouse Capital New York $65.2M AUM
LC
Lennar Corp Miami, Florida $63.2M AUM
PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

Clear Investment Research's Q1 2015 Portfolio in Review

Q1 2015 is the first quarter with a 13F filing on record for Clear Investment Research, which disclosed 27 positions worth $110M. Its ten largest holdings account for 72% of the portfolio.

Its largest position is iShares Core S&P Mid-Cap ETF: 463,640 shares worth $14.1M.

By sector, the portfolio is most concentrated in Miscellaneous at 98% of assets, followed by Consumer Discretionary.

  • Clear Investment Research's largest Q1 2015 buy was iShares Core S&P Mid-Cap ETF: 463,640 shares worth $14.1M.
  • Clear Investment Research's ten largest holdings make up 72% of its $110M portfolio in Q1 2015.
  • Clear Investment Research disclosed 27 positions in Q1 2015, its first 13F filing on record.

Based on Clear Investment Research's 13F filing for Q1 2015, filed 12 May 2015.