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
$108M
AUM Growth
-$4.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$389K
3
+$369K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$352K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$341K

Top Sells

1
+$183K
2
+$103K
3
+$93K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$92.6K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$82.3K

Sector Composition

1 Consumer Discretionary 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-74
27
$0 ﹤0.01%
12
+3
1
2