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
$131M
AUM Growth
-$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.29M
3
+$611K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$609K
5
BAC icon
Bank of America
BAC
+$402K

Top Sells

1
+$3.29M
2
+$3.25M
3
+$2.49M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.28M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.9M

Sector Composition

1 Financials 0.42%
2 Healthcare 0.2%
3 Industrials 0.14%
4 Consumer Discretionary 0.1%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.23%
+18,312
27
$295K 0.23%
6,475
+1,142
28
$274K 0.21%
+2,701
29
$267K 0.2%
+3,247
30
$240K 0.18%
+15,020
31
$235K 0.18%
+29,768
32
$233K 0.18%
2,301
+1,693
33
$190K 0.14%
+2,636
34
$179K 0.14%
7,904
-487
35
$136K 0.1%
+5,218
36
$135K 0.1%
1,178
+115
37
$121K 0.09%
+2,184
38
$120K 0.09%
+5,842
39
$119K 0.09%
+4,755
40
$107K 0.08%
14,640
+14,620
41
$99K 0.08%
+2,932
42
$78K 0.06%
+896
43
$72K 0.05%
+1,139
44
$37K 0.03%
+23,337
45
$30K 0.02%
1,202
-1,632
46
$21K 0.02%
1,536
-1,900
47
$19K 0.01%
225
+5
48
$10K 0.01%
197
+81
49
$7K 0.01%
400
50
$5K ﹤0.01%
38
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