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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$230K
3
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.7K

Top Sells

1
+$882K
2
+$255K
3
+$222K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$101K

Sector Composition

1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.7%
1,559
+24
27
$455K 0.7%
13,083
+190
28
$449K 0.69%
8,474
29
$409K 0.63%
3,754
+204
30
$394K 0.6%
2,371
+23
31
$390K 0.6%
12,414
+2,156
32
$366K 0.56%
2,141
+1
33
$364K 0.56%
3,480
-9
34
$363K 0.56%
2,614
-88
35
$362K 0.55%
2,486
-65
36
$322K 0.49%
2,769
+101
37
$316K 0.48%
2,130
-15
38
$287K 0.44%
1,720
39
$275K 0.42%
1,900
40
$275K 0.42%
14,103
+43
41
$272K 0.42%
9,240
+310
42
$266K 0.41%
4,998
+455
43
$258K 0.4%
1,000
44
$254K 0.39%
611
+10
45
$253K 0.39%
4,031
-32
46
$251K 0.38%
3,106
+1,079
47
$248K 0.38%
2,400
48
$219K 0.34%
3,084
+77
49
$198K 0.3%
889
+3
50
$197K 0.3%
4,234
1
2
3 4 5