CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+0.1%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$130M
AUM Growth
+$130M
(+2.8%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
2.24%
Top 10 Holdings %
Top 10 Hldgs %
75.81%
Holding
31
New
1
Increased
12
Reduced
13
Closed
–
Top Buys
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$627K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$485K |
| 3 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$405K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$339K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$147K |
Sector Composition
| 1 | Consumer Discretionary | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares US Treasury Bond ETF
GOVT
$27.8B
| $84K | 0.06% |
3,385
| – | – |
|
27
Graphic Packaging
GPK
$6.22B
| $43K | 0.03% |
3,436
| – | – |
|
28
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $23K | 0.02% |
273
| – | – |
|
29
iShares MSCI ACWI ETF
ACWI
$22B
| $1K | ﹤0.01% |
19
| – | – |
|
30
Amazon
AMZN
$2.42T
| $1K | ﹤0.01% |
+1
| New | +$1K |
|
|
FM
31
DELISTED
iShares Frontier and Select EM ETF
FM
| $0 | ﹤0.01% |
12
| – | – |
|