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
$61.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$882K
3
+$420K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$367K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$267K

Top Sells

1
+$1.15M
2
+$717K
3
+$587K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$193K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95K

Sector Composition

1 Technology 4.59%
2 Healthcare 2.23%
3 Financials 2.01%
4 Consumer Discretionary 1.79%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$450K 0.73%
8,474
27
$441K 0.71%
19,593
28
$431K 0.7%
12,893
+913
29
$391K 0.63%
3,550
+282
30
$376K 0.61%
2,348
+27
31
$351K 0.57%
3,489
+117
32
$351K 0.57%
2,702
-4,518
33
$346K 0.56%
2,140
-4
34
$336K 0.54%
2,551
-59
35
$321K 0.52%
10,258
+8,548
36
$310K 0.5%
2,145
-65
37
$283K 0.46%
1,720
-20
38
$273K 0.44%
2,668
-53
39
$268K 0.43%
14,060
-37,637
40
$255K 0.41%
4,063
+3
41
$254K 0.41%
1,900
42
$221K 0.36%
4,543
+6
43
$214K 0.35%
3,007
+57
44
$204K 0.33%
2,400
45
$203K 0.33%
1,000
46
$199K 0.32%
1,955
+73
47
$197K 0.32%
601
-17
48
$194K 0.31%
886
+158
49
$191K 0.31%
6,537
-229
50
$185K 0.3%
8,930
-710
1
2
3 4 5