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
$45.2M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$183K
3
+$180K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$160K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$99.5K

Top Sells

1
+$132K
2
+$113K
3
+$89.9K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$60.5K

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 4.34%
3 Healthcare 3.54%
4 Consumer Staples 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$397K 0.88%
8,538
27
$380K 0.84%
2,141
28
$378K 0.84%
26,064
+4
29
$319K 0.71%
1,546
+41
30
$304K 0.67%
2,231
+31
31
$300K 0.66%
3,907
-275
32
$300K 0.66%
2,852
+158
33
$299K 0.66%
3,357
+55
34
$277K 0.61%
8,078
-703
35
$233K 0.52%
2,426
+288
36
$232K 0.51%
2,074
+54
37
$222K 0.49%
2,400
38
$222K 0.49%
4,011
-23
39
$211K 0.47%
1,940
+20
40
$211K 0.47%
5,021
+22
41
$203K 0.45%
5,831
-158
42
$203K 0.45%
2,202
+46
43
$200K 0.44%
3,500
+217
44
$183K 0.4%
1,721
+1
45
$175K 0.39%
1,000
46
$168K 0.37%
611
47
$162K 0.36%
1,128
48
$161K 0.36%
1,892
-711
49
$160K 0.35%
4,234
50
$155K 0.34%
7,348
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