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
$147M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.32M
3
+$2.32M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.76M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.3M

Top Sells

1
+$4.22M
2
+$722K
3
+$567K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$82.5K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.4K

Sector Composition

1 Financials 0.39%
2 Healthcare 0.15%
3 Industrials 0.15%
4 Consumer Discretionary 0.09%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$393K 0.27%
4,727
+199
27
$390K 0.26%
23,337
28
$316K 0.21%
18,312
29
$302K 0.21%
6,237
-238
30
$283K 0.19%
2,799
+98
31
$249K 0.17%
14,760
-260
32
$246K 0.17%
29,768
33
$241K 0.16%
2,376
+75
34
$223K 0.15%
2,636
-611
35
$223K 0.15%
2,636
36
$146K 0.1%
6,259
-1,645
37
$137K 0.09%
5,218
38
$128K 0.09%
4,755
39
$125K 0.08%
6,054
+212
40
$120K 0.08%
2,184
41
$117K 0.08%
+2,550
42
$115K 0.08%
14,640
43
$99K 0.07%
2,932
44
$82K 0.06%
896
45
$80K 0.05%
1,139
46
$21K 0.01%
+419
47
$21K 0.01%
1,536
48
$16K 0.01%
653
-549
49
$14K 0.01%
267
+70
50
$10K 0.01%
123
-102
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