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
$122M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$481K
3
+$375K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$240K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$222K

Top Sells

1
+$395K
2
+$267K
3
+$178K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$126K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$123K

Sector Composition

1 Consumer Discretionary 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16K 0.01%
+184
27
$1K ﹤0.01%
18
28
$0 ﹤0.01%
12
1
2