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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$148K
3
+$126K
4
BAC icon
Bank of America
BAC
+$120K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$85.3K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$877K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$723K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$356K 0.58%
4,426
-17
27
$332K 0.54%
4,468
-2,710
28
$329K 0.54%
3,602
-1,148
29
$327K 0.54%
2,717
+31
30
$292K 0.48%
2,635
31
$284K 0.47%
2,139
-115
32
$279K 0.46%
3,196
-29
33
$274K 0.45%
14,664
-648
34
$251K 0.41%
9,577
+463
35
$245K 0.4%
2,447
-110
36
$240K 0.39%
4,694
+22
37
$218K 0.36%
20,912
-1,776
38
$205K 0.34%
6,454
+1,161
39
$197K 0.32%
4,877
+313
40
$181K 0.3%
2,542
-140
41
$181K 0.3%
3,160
+424
42
$148K 0.24%
4,469
+1,696
43
$148K 0.24%
3,007
+3,000
44
$147K 0.24%
6,612
+157
45
$143K 0.23%
2,896
+12
46
$125K 0.2%
2,140
47
$124K 0.2%
1,239
-82
48
$121K 0.2%
5,430
-440
49
$113K 0.19%
920
50
$109K 0.18%
3,325
-1,049
1
2
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