CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$405K
3
+$313K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$246K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$229K

Top Sells

1
+$73.1K

Sector Composition

1 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4K ﹤0.01%
74
27
$0 ﹤0.01%
9
+1
1
2