CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+5.64%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$55.3M
AUM Growth
+$55.3M
(-0.02%)
Cap. Flow
-$2.03M
Cap. Flow
% of AUM
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
66.5%
Holding
136
New
8
Increased
30
Reduced
39
Closed
1
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$159K |
| 2 |
iShares Gold Trust
IAU
|
$108K |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$103K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$48.9K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$40K |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$392K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$355K |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$331K |
| 4 |
Graphic Packaging
GPK
|
$309K |
| 5 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$301K |
Sector Composition
| 1 | Consumer Discretionary | 2.68% |
| 2 | Technology | 2.13% |
| 3 | Financials | 2% |
| 4 | Healthcare | 1.05% |
| 5 | Industrials | 0.33% |
