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
$55.3M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$518K
3
+$501K
4
SLV icon
iShares Silver Trust
SLV
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$108K

Top Sells

1
+$745K
2
+$594K
3
+$581K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$316K
5
GPK icon
Graphic Packaging
GPK
+$268K

Sector Composition

1 Consumer Discretionary 3.09%
2 Technology 2.31%
3 Financials 1.62%
4 Healthcare 0.95%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$345K 0.62%
4,241
-1,025
27
$340K 0.61%
2,975
-693
28
$331K 0.6%
3,220
+262
29
$323K 0.58%
2,454
-163
30
$313K 0.57%
2,689
-147
31
$308K 0.56%
1,951
+192
32
$296K 0.53%
1,820
+440
33
$282K 0.51%
5,019
-2,973
34
$255K 0.46%
7,032
+2,968
35
$249K 0.45%
4,073
-12,190
36
$244K 0.44%
2,843
-168
37
$225K 0.41%
5,336
-25
38
$215K 0.39%
3,124
+765
39
$194K 0.35%
2,839
+329
40
$188K 0.34%
2,802
-478
41
$185K 0.33%
1,812
+11
42
$185K 0.33%
+7,515
43
$165K 0.3%
839
+161
44
$164K 0.3%
1,983
-1,558
45
$164K 0.3%
618
+161
46
$157K 0.28%
5,123
-16
47
$156K 0.28%
2,857
+285
48
$155K 0.28%
7,095
+39
49
$152K 0.27%
4,032
+336
50
$144K 0.26%
3,000
1
2
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