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
$117M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$1.06M
3
+$1.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$707K

Top Sells

1
+$83.2K

Sector Composition

1 Consumer Discretionary 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$0 ﹤0.01%
12
1
2