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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$428K 0.75%
19,593
27
$349K 0.61%
3,501
-1,067
28
$346K 0.61%
2,231
+16
29
$342K 0.6%
2,496
+119
30
$340K 0.6%
1,501
+46
31
$334K 0.58%
3,234
+74
32
$301K 0.53%
3,211
-2
33
$297K 0.52%
2,706
+21
34
$265K 0.46%
9,540
+190
35
$259K 0.45%
2,731
+316
36
$241K 0.42%
1,944
-134
37
$227K 0.4%
3,662
+86
38
$216K 0.38%
8,068
+3,510
39
$206K 0.36%
3,777
-4
40
$203K 0.36%
658
+115
41
$201K 0.35%
2,627
-1,023
42
$200K 0.35%
1,000
43
$191K 0.33%
2,249
-65
44
$191K 0.33%
2,136
45
$185K 0.32%
5,851
-139
46
$181K 0.32%
2,442
+4
47
$176K 0.31%
1,182
-31
48
$164K 0.29%
3,949
-285
49
$163K 0.29%
553
-5
50
$157K 0.28%
+5,838
1
2
3 4 5