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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$210K
3
+$134K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$113K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$87.3K

Top Sells

1
+$6.36M
2
+$3.86M
3
+$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$370K 0.58%
6,374
-848
27
$367K 0.57%
21,016
+772
28
$354K 0.55%
4,443
+44
29
$342K 0.53%
2,635
30
$322K 0.5%
2,686
-20
31
$285K 0.45%
2,254
+98
32
$281K 0.44%
3,225
-14
33
$279K 0.44%
15,312
-48
34
$255K 0.4%
2,557
-1,140
35
$237K 0.37%
9,114
+2,744
36
$233K 0.36%
4,672
+4,216
37
$225K 0.35%
22,688
+760
38
$182K 0.28%
2,682
39
$179K 0.28%
4,564
40
$164K 0.26%
5,293
-459
41
$157K 0.25%
2,736
-79
42
$146K 0.23%
6,455
+114
43
$141K 0.22%
4,374
-693
44
$137K 0.21%
2,884
+400
45
$134K 0.21%
+10,640
46
$133K 0.21%
2,140
47
$132K 0.21%
1,321
-611
48
$130K 0.2%
5,870
+336
49
$104K 0.16%
920
50
$94K 0.15%
1,066
+229
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