CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
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 +$978K
2 +$520K
3 +$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 +$400K
2 +$272K
3 +$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 Change
in Stake
Capital Flow
26
$16K 0.01%
+184
27
$1K ﹤0.01%
18
28
$0 ﹤0.01%
12