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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$87.2K
3
+$83.9K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$35.8K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$35.5K

Top Sells

1
+$3.51M
2
+$2.03M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$425K 0.83%
8,538
+64
27
$385K 0.75%
1,505
-54
28
$380K 0.74%
2,141
29
$355K 0.7%
2,200
-171
30
$338K 0.66%
3,302
-178
31
$337K 0.66%
2,694
+80
32
$326K 0.64%
4,182
+1,076
33
$323K 0.63%
8,781
-4,302
34
$283K 0.55%
14,144
+41
35
$280K 0.55%
1,720
36
$272K 0.53%
2,020
-466
37
$267K 0.52%
1,920
+20
38
$255K 0.5%
2,603
-1,151
39
$250K 0.49%
4,999
+1
40
$246K 0.48%
4,034
+3
41
$243K 0.48%
2,400
42
$233K 0.46%
2,156
-613
43
$231K 0.45%
8,480
-760
44
$221K 0.43%
5,989
-548
45
$219K 0.43%
3,283
+199
46
$209K 0.41%
2,138
+338
47
$206K 0.4%
6,776
-5,638
48
$202K 0.4%
1,000
49
$188K 0.37%
4,234
50
$183K 0.36%
611
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