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
$130M
AUM Growth
+$3.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$860K
3
+$675K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$584K
5
IYR icon
iShares US Real Estate ETF
IYR
+$348K

Top Sells

1
+$627K
2
+$485K
3
+$405K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$339K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$147K

Sector Composition

1 Consumer Discretionary 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84K 0.06%
3,385
27
$43K 0.03%
3,436
28
$23K 0.02%
273
29
$1K ﹤0.01%
19
30
$1K ﹤0.01%
+20
31
$0 ﹤0.01%
12
1
2