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
$126M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$5.87M
3
+$5.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.13M

Top Sells

1
+$5.42M
2
+$5.14M
3
+$134K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$35.5K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$34.2K

Sector Composition

1 Consumer Discretionary 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$88K 0.07%
3,385
+1,085
27
$48K 0.04%
3,436
28
$23K 0.02%
273
+89
29
$1K ﹤0.01%
19
30
– –
-328
31
$0 ﹤0.01%
12
1
2