CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$491K
3
+$490K
4
IYR icon
iShares US Real Estate ETF
IYR
+$424K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$372K

Top Sells

1
+$973K
2
+$183K
3
+$129K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95.8K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$60.5K

Sector Composition

1 Financials 0.42%
2 Healthcare 0.21%
3 Industrials 0.13%
4 Technology 0.08%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$410K 0.27%
23,265
-72
27
$376K 0.25%
3,761
+705
28
$334K 0.22%
6,728
-179
29
$320K 0.21%
18,174
-138
30
$265K 0.17%
29,576
-192
31
$255K 0.17%
14,760
32
$251K 0.16%
3,247
33
$223K 0.15%
2,233
-170
34
$192K 0.13%
2,636
35
$187K 0.12%
2,478
-2,425
36
$165K 0.11%
2,610
+2,176
37
$152K 0.1%
6,247
-47
38
$136K 0.09%
4,735
-20
39
$122K 0.08%
+2,916
40
$119K 0.08%
2,533
+12
41
$114K 0.07%
5,948
-106
42
$114K 0.07%
2,184
43
$110K 0.07%
3,018
44
$108K 0.07%
+606
45
$105K 0.07%
4,114
-1,104
46
$94K 0.06%
+1,138
47
$93K 0.06%
+791
48
$71K 0.05%
896
49
$68K 0.04%
+534
50
$49K 0.03%
+656
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