CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
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
+$873K
2
+$417K
3
+$393K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$373K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$368K

Top Sells

1
+$182K
2
+$109K
3
+$95.8K
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$93K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$84.1K

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