CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.7M
AUM Growth
-$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$6.99M
3
+$1.32M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$272K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$97K

Top Sells

1
+$7.05M
2
+$6.1M
3
+$3.87M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.55M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.36M

Sector Composition

1 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43K 0.04%
3,436
-309,523
27
$40K 0.04%
+455
28
$16K 0.02%
184
29
$4K ﹤0.01%
+328
30
$1K ﹤0.01%
19
+1
31
$0 ﹤0.01%
12
1
2