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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$500K 0.84%
19,088
+11,020
27
$477K 0.8%
21,336
+1,743
28
$446K 0.75%
3,421
+187
29
$415K 0.7%
9,810
+270
30
$384K 0.64%
1,581
+80
31
$355K 0.6%
3,628
+127
32
$335K 0.56%
2,381
-115
33
$307K 0.52%
1,855
-376
34
$306K 0.51%
2,663
-43
35
$305K 0.51%
3,211
36
$267K 0.45%
782
+124
37
$255K 0.43%
1,888
-56
38
$255K 0.43%
5,045
+5
39
$226K 0.38%
1,000
40
$221K 0.37%
2,354
-377
41
$206K 0.35%
3,288
-374
42
$206K 0.34%
3,740
-37
43
$200K 0.33%
1,668
+414
44
$198K 0.33%
7,262
+1,424
45
$198K 0.33%
2,282
+33
46
$184K 0.31%
1,210
+28
47
$181K 0.3%
2,136
48
$176K 0.3%
3,949
49
$172K 0.29%
8,783
+725
50
$170K 0.28%
2,456
+14
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2
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