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
$49.3M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$218K
3
+$146K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$142K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$140K

Top Sells

1
+$339K
2
+$173K
3
+$98.3K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.3K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$73.5K

Sector Composition

1 Consumer Discretionary 3.2%
2 Technology 2.17%
3 Financials 1.48%
4 Healthcare 0.95%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$341K 0.69%
19,593
27
$324K 0.66%
3,668
-56
28
$322K 0.65%
5,266
-42
29
$294K 0.6%
3,541
+59
30
$294K 0.6%
2,836
-12
31
$287K 0.58%
1,759
+5
32
$274K 0.56%
2,468
+191
33
$260K 0.53%
2,617
+9
34
$256K 0.52%
2,958
+4
35
$240K 0.49%
3,011
+23
36
$217K 0.44%
1,380
+500
37
$207K 0.42%
5,361
+333
38
$191K 0.39%
3,280
-211
39
$184K 0.37%
1,801
+33
40
$167K 0.34%
1,130
-2,291
41
$148K 0.3%
2,510
+27
42
$146K 0.3%
+4,064
43
$142K 0.29%
+2,572
44
$141K 0.29%
2,733
-977
45
$138K 0.28%
5,139
46
$137K 0.28%
7,056
-299
47
$134K 0.27%
2,359
+344
48
$130K 0.26%
7,348
49
$129K 0.26%
875
50
$127K 0.26%
457
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