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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$582K
3
+$543K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$268K
5
MSFT icon
Microsoft
MSFT
+$242K

Top Sells

1
+$456K
2
+$257K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K

Sector Composition

1 Consumer Discretionary 10.71%
2 Technology 6.36%
3 Healthcare 3.53%
4 Financials 2.02%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$379K 0.8%
8,538
27
$364K 0.77%
26,064
28
$350K 0.74%
2,143
+2
29
$307K 0.65%
2,381
+150
30
$300K 0.63%
1,450
-96
31
$278K 0.59%
2,737
-115
32
$273K 0.58%
3,317
-40
33
$264K 0.56%
3,533
-374
34
$229K 0.48%
2,400
35
$229K 0.48%
2,415
-11
36
$219K 0.46%
2,105
+31
37
$200K 0.42%
5,026
+5
38
$195K 0.41%
1,724
+3
39
$194K 0.41%
5,907
+76
40
$191K 0.4%
3,763
-248
41
$188K 0.4%
3,701
+201
42
$188K 0.4%
1,000
43
$187K 0.39%
2,293
+91
44
$169K 0.36%
611
45
$161K 0.34%
2,136
46
$153K 0.32%
4,234
47
$151K 0.32%
1,904
+12
48
$142K 0.3%
1,128
49
$142K 0.3%
2,090
50
$137K 0.29%
7,348
1
2
3 4 5