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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$489K 0.85%
17,858
+16
27
$458K 0.79%
21,336
28
$435K 0.75%
10,000
+190
29
$388K 0.67%
3,050
-371
30
$357K 0.62%
1,592
+11
31
$341K 0.59%
3,621
-7
32
$322K 0.56%
2,377
-4
33
$294K 0.51%
1,887
+32
34
$292K 0.51%
2,658
-5
35
$290K 0.5%
3,248
+37
36
$283K 0.49%
807
+25
37
$253K 0.44%
5,047
+2
38
$248K 0.43%
1,880
-8
39
$245K 0.42%
2,612
+258
40
$232K 0.4%
1,772
+104
41
$229K 0.4%
4,623
+1,857
42
$228K 0.4%
2,136
43
$209K 0.36%
3,921
+181
44
$208K 0.36%
1,000
45
$199K 0.35%
3,318
+30
46
$190K 0.33%
7,264
+2
47
$181K 0.31%
2,322
+40
48
$176K 0.31%
1,206
-4
49
$171K 0.3%
3,958
+9
50
$171K 0.3%
2,452
-4
1
2
3 4 5