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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.8%
5,302
+103
27
$555K 0.78%
30,052
-2,082
28
$522K 0.74%
10,540
+540
29
$520K 0.73%
6,719
-4,151
30
$502K 0.71%
3,306
+256
31
$500K 0.7%
+2,290
32
$486K 0.68%
20,781
-555
33
$484K 0.68%
+16,949
34
$419K 0.59%
+8,052
35
$394K 0.55%
1,560
-32
36
$360K 0.51%
3,628
+7
37
$358K 0.5%
2,303
-74
38
$330K 0.46%
+14,954
39
$304K 0.43%
2,953
-295
40
$304K 0.43%
2,429
-229
41
$297K 0.42%
1,894
+7
42
$294K 0.41%
2,106
+334
43
$293K 0.41%
821
+14
44
$273K 0.38%
1,856
-24
45
$260K 0.37%
4,810
-237
46
$254K 0.36%
8,863
+1,599
47
$249K 0.35%
4,632
+9
48
$246K 0.35%
2,136
49
$223K 0.31%
2,356
-256
50
$223K 0.31%
1,000
1
2
3 4 5