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
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$174K
3
+$126K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$115K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$110K

Top Sells

1
+$262K
2
+$252K
3
+$205K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$144K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$139K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$305K 0.63%
2,372
-345
27
$304K 0.63%
3,772
+468
28
$298K 0.62%
4,052
+1,156
29
$294K 0.61%
14,664
30
$288K 0.59%
2,127
+123
31
$271K 0.56%
9,898
+308
32
$269K 0.56%
2,346
+44
33
$259K 0.53%
2,787
-326
34
$255K 0.53%
5,051
-2,309
35
$243K 0.5%
20,912
36
$240K 0.5%
14,396
+12,123
37
$218K 0.45%
4,213
-480
38
$207K 0.43%
4,932
+55
39
$203K 0.42%
2,037
40
$176K 0.36%
2,308
-252
41
$169K 0.35%
3,000
-7
42
$163K 0.34%
4,469
43
$154K 0.32%
1,528
-291
44
$152K 0.31%
6,650
+22
45
$143K 0.3%
2,250
-12
46
$142K 0.29%
2,727
-502
47
$138K 0.29%
60,008
+54,578
48
$133K 0.27%
26,348
+22,818
49
$124K 0.26%
1,239
50
$122K 0.25%
875
-4
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