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
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
27
$376K 0.25%
3,761
28
$334K 0.22%
6,728
29
$320K 0.21%
18,174
30
$265K 0.17%
29,576
31
$255K 0.17%
14,760
32
$251K 0.16%
3,247
33
$223K 0.15%
2,233
34
$192K 0.13%
2,636
35
$187K 0.12%
2,478
36
$165K 0.11%
2,610
37
$152K 0.1%
6,247
38
$136K 0.09%
4,735
39
$122K 0.08%
2,916
40
$119K 0.08%
2,533
41
$114K 0.07%
5,948
42
$114K 0.07%
2,184
43
$110K 0.07%
3,018
44
$108K 0.07%
606
45
$105K 0.07%
4,114
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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