CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
This Quarter Return
+2.03%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$122M
AUM Growth
+$122M
Cap. Flow
+$2.42M
Cap. Flow %
1.98%
Top 10 Hldgs %
71.92%
Holding
28
New
2
Increased
17
Reduced
7
Closed
–

Top Buys

1
GPK icon
Graphic Packaging
GPK
$978K
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
$520K
3
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$380K
4
IVV icon
iShares Core S&P 500 ETF
IVV
$253K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
$232K

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
$400K
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
$272K
3
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
$186K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
$127K
5
TIP icon
iShares TIPS Bond ETF
TIP
$126K

Sector Composition

1 Consumer Discretionary 3.29%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
SHY icon
26
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$16K 0.01% +184 New +$16K
ACWI icon
27
iShares MSCI ACWI ETF
ACWI
$22B
$1K ﹤0.01% 18 – –
FM
28
DELISTED
iShares Frontier and Select EM ETF
FM
$0 ﹤0.01% 12 – –
1
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