CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+2.68%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$147M
AUM Growth
+$147M
(+12%)
Cap. Flow
+$13.4M
Cap. Flow
% of AUM
9.11%
Top 10 Holdings %
Top 10 Hldgs %
73.53%
Holding
57
New
2
Increased
23
Reduced
12
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.79M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.32M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.32M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.76M |
| 5 |
iShares US Real Estate ETF
IYR
|
$1.3M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.22M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$567K |
| 3 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$82.5K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$71.4K |
| 5 |
Eli Lilly
LLY
|
$51.7K |
Sector Composition
| 1 | Financials | 0.39% |
| 2 | Healthcare | 0.15% |
| 3 | Industrials | 0.15% |
| 4 | Consumer Discretionary | 0.09% |
| 5 | Consumer Staples | 0.06% |
