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
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$578K
3
+$398K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$153K

Top Sells

1
+$1.11M
2
+$481K
3
+$426K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$339K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$325K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$365K 0.59%
3,697
+161
27
$354K 0.57%
14,362
-2
28
$346K 0.56%
4,399
-249
29
$307K 0.5%
20,244
+716
30
$305K 0.49%
2,635
31
$291K 0.47%
2,706
-26
32
$262K 0.42%
2,156
-269
33
$252K 0.41%
15,360
+642
34
$243K 0.39%
3,239
-88
35
$189K 0.31%
21,928
-2,032
36
$184K 0.3%
1,932
+272
37
$160K 0.26%
5,752
+974
38
$154K 0.25%
4,564
+365
39
$153K 0.25%
2,682
+816
40
$150K 0.24%
6,370
+759
41
$147K 0.24%
5,067
+485
42
$146K 0.24%
2,815
+412
43
$135K 0.22%
6,341
+25
44
$107K 0.17%
5,534
+730
45
$107K 0.17%
4,244
+130
46
$103K 0.17%
2,140
47
$101K 0.16%
2,086
-877
48
$98K 0.16%
2,484
49
$84K 0.14%
1,823
50
$79K 0.13%
459
-75
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