CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.3M
AUM Growth
-$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$108K
3
+$103K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.9K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40K

Top Sells

1
+$392K
2
+$355K
3
+$331K
4
GPK icon
Graphic Packaging
GPK
+$309K
5
ELD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$356K 0.64%
2,775
-200
27
$353K 0.64%
3,500
-741
28
$339K 0.61%
3,109
+28
29
$337K 0.61%
10,360
+3,328
30
$321K 0.58%
2,635
-54
31
$297K 0.54%
2,192
+241
32
$266K 0.48%
1,720
-100
33
$257K 0.46%
2,794
-49
34
$256K 0.46%
4,050
-23
35
$233K 0.42%
5,250
-86
36
$217K 0.39%
3,732
-1,287
37
$213K 0.39%
2,964
+125
38
$212K 0.38%
958
+119
39
$206K 0.37%
2,928
+126
40
$200K 0.36%
3,036
-88
41
$189K 0.34%
618
42
$184K 0.33%
1,808
-4
43
$175K 0.32%
3,000
44
$173K 0.31%
4,269
+237
45
$164K 0.3%
1,996
+13
46
$163K 0.29%
6,905
-190
47
$163K 0.29%
5,115
-8
48
$162K 0.29%
2,136
49
$155K 0.28%
2,934
+77
50
$151K 0.27%
7,348
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