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
$41.1M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$542K
3
+$532K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$252K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$193K

Top Sells

1
+$1.16M
2
+$330K
3
+$86.7K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$79.6K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16K

Sector Composition

1 Consumer Discretionary 3.16%
2 Technology 1.59%
3 Financials 1.58%
4 Healthcare 1.06%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$277K 0.67%
5,897
-114
27
$271K 0.66%
5,420
+1,294
28
$271K 0.66%
1,644
-483
29
$270K 0.66%
3,920
+494
30
$247K 0.6%
4,894
-157
31
$228K 0.55%
2,356
+10
32
$218K 0.53%
4,213
33
$216K 0.53%
14,664
34
$208K 0.51%
20,912
35
$205K 0.5%
9,892
-6
36
$202K 0.49%
2,037
37
$195K 0.47%
2,373
+1
38
$194K 0.47%
2,793
+6
39
$178K 0.43%
4,932
40
$147K 0.36%
3,272
+545
41
$140K 0.34%
2,308
42
$137K 0.33%
5,177
+4,578
43
$134K 0.33%
4,469
44
$122K 0.3%
2,250
45
$120K 0.29%
2,468
-23,880
46
$120K 0.29%
1,482
-46
47
$110K 0.27%
6,650
48
$107K 0.26%
875
49
$106K 0.26%
1,239
50
$98K 0.24%
60,008
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