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
$151M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$339K
3
+$249K
4
IYR icon
iShares US Real Estate ETF
IYR
+$183K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$142K

Top Sells

1
+$779K
2
+$527K
3
+$359K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$199K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$183K

Sector Composition

1 Financials 0.43%
2 Healthcare 0.18%
3 Industrials 0.15%
4 Consumer Discretionary 0.08%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$414K 0.27%
23,337
27
$407K 0.27%
4,903
+176
28
$345K 0.23%
6,907
+670
29
$334K 0.22%
18,312
30
$307K 0.2%
3,056
+257
31
$274K 0.18%
3,247
+611
32
$263K 0.17%
29,768
33
$257K 0.17%
14,760
34
$241K 0.16%
2,403
+27
35
$222K 0.15%
2,636
36
$154K 0.1%
6,294
+35
37
$136K 0.09%
5,218
38
$133K 0.09%
4,755
39
$133K 0.09%
2,184
40
$128K 0.08%
14,660
+20
41
$126K 0.08%
6,054
42
$120K 0.08%
2,521
-29
43
$111K 0.07%
3,018
+86
44
$82K 0.05%
896
45
$27K 0.02%
+434
46
$22K 0.01%
436
+17
47
$15K 0.01%
260
-7
48
$9K 0.01%
122
-1
49
$3K ﹤0.01%
23
-15
50
$1K ﹤0.01%
120
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