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
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

Top Sells

1
+$13.5M
2
+$13.3M
3
+$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$371K 0.54%
19,528
+4,768
27
$363K 0.53%
4,648
-70,691
28
$363K 0.53%
2,732
-15,396
29
$353K 0.51%
7,122
+4,589
30
$352K 0.51%
3,536
-225
31
$284K 0.41%
2,425
-33,757
32
$283K 0.41%
2,635
-612
33
$275K 0.4%
14,718
-3,456
34
$266K 0.38%
3,327
-71,991
35
$246K 0.36%
23,960
-5,616
36
$170K 0.25%
+4,199
37
$167K 0.24%
1,660
-573
38
$163K 0.24%
4,582
+1,564
39
$161K 0.23%
+4,778
40
$156K 0.23%
2,140
-496
41
$150K 0.22%
6,316
+69
42
$150K 0.22%
2,403
+2,096
43
$144K 0.21%
5,611
+876
44
$143K 0.21%
2,963
-11,927
45
$140K 0.2%
2,484
-432
46
$126K 0.18%
+1,866
47
$117K 0.17%
1,021
+230
48
$111K 0.16%
534
-72
49
$103K 0.15%
4,114
50
$101K 0.15%
14,320
+14,200
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