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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$391K 0.76%
2,215
+72
27
$384K 0.74%
8,538
28
$366K 0.71%
26,360
+296
29
$330K 0.64%
2,377
-4
30
$312K 0.6%
1,455
+5
31
$293K 0.57%
3,213
-104
32
$290K 0.56%
2,685
-52
33
$275K 0.53%
3,650
+117
34
$265K 0.51%
3,160
+1,436
35
$237K 0.46%
2,078
-27
36
$228K 0.44%
2,415
37
$227K 0.44%
2,438
+38
38
$222K 0.43%
5,040
+14
39
$207K 0.4%
3,576
-125
40
$202K 0.39%
5,990
+83
41
$201K 0.39%
3,781
+18
42
$199K 0.39%
1,000
43
$195K 0.38%
2,314
+21
44
$184K 0.36%
1,213
+85
45
$179K 0.35%
2,136
46
$176K 0.34%
558
-53
47
$168K 0.33%
543
+85
48
$165K 0.32%
4,234
49
$146K 0.28%
2,043
-47
50
$142K 0.28%
7,348
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