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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$319K 0.68%
4,254
-214
27
$295K 0.63%
2,635
28
$291K 0.62%
3,113
-83
29
$287K 0.62%
2,004
-135
30
$277K 0.59%
14,664
31
$267K 0.57%
3,304
-1,122
32
$261K 0.56%
2,302
-5,607
33
$243K 0.52%
4,693
-1
34
$241K 0.52%
9,590
+13
35
$220K 0.47%
20,912
36
$204K 0.44%
2,037
-410
37
$198K 0.42%
4,877
38
$185K 0.4%
3,229
+69
39
$181K 0.39%
2,560
+18
40
$178K 0.38%
3,530
-54,726
41
$168K 0.36%
1,819
+692
42
$162K 0.35%
2,896
43
$160K 0.34%
3,007
44
$150K 0.32%
4,469
45
$146K 0.31%
4,570
-1,884
46
$144K 0.31%
6,628
+16
47
$140K 0.3%
2,262
+1,875
48
$128K 0.27%
5,430
49
$124K 0.27%
1,239
50
$117K 0.25%
879
+852
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