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
$46.6M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$131K
3
+$131K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$116K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$114K

Top Sells

1
+$924K
2
+$278K
3
+$264K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$244K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$179K

Sector Composition

1 Consumer Discretionary 3.31%
2 Technology 1.73%
3 Financials 1.51%
4 Healthcare 1.09%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$327K 0.7%
19,593
+4,929
27
$319K 0.68%
5,308
-112
28
$316K 0.68%
3,724
-196
29
$289K 0.62%
3,482
-239
30
$288K 0.62%
1,754
+110
31
$281K 0.6%
22,144
+1,232
32
$273K 0.59%
2,848
+1,366
33
$254K 0.54%
2,608
+235
34
$249K 0.53%
2,277
-79
35
$236K 0.51%
2,988
+195
36
$234K 0.5%
2,954
+646
37
$191K 0.41%
3,710
-1,184
38
$190K 0.41%
3,491
-2,406
39
$180K 0.39%
1,768
-269
40
$178K 0.38%
5,028
+559
41
$133K 0.29%
2,483
-789
42
$129K 0.28%
7,355
+705
43
$129K 0.28%
7,348
-52,660
44
$125K 0.27%
5,139
-4,753
45
$121K 0.26%
880
+40
46
$117K 0.25%
875
47
$117K 0.25%
2,250
48
$114K 0.24%
457
+1
49
$114K 0.24%
3,671
-1,506
50
$113K 0.24%
3,000
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