CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$525K
3
+$313K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$309K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$268K

Top Sells

1
+$650K
2
+$630K
3
+$500K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$419K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$641K 0.86%
5,968
+666
27
$605K 0.81%
24,590
28
$586K 0.79%
30,052
29
$578K 0.78%
3,206
-100
30
$553K 0.74%
14,369
+13,645
31
$526K 0.71%
20,781
32
$523K 0.7%
6,732
+13
33
$423K 0.57%
1,562
+2
34
$372K 0.5%
2,341
+38
35
$357K 0.48%
3,647
+19
36
$352K 0.47%
837
+16
37
$325K 0.44%
3,167
+214
38
$324K 0.44%
2,478
+49
39
$323K 0.43%
2,139
+33
40
$303K 0.41%
1,916
+22
41
$293K 0.39%
1,785
-71
42
$292K 0.39%
4,839
+29
43
$268K 0.36%
8,862
-1
44
$265K 0.36%
4,564
-68
45
$257K 0.35%
2,136
46
$255K 0.34%
1,000
47
$224K 0.3%
2,359
+3
48
$223K 0.3%
3,945
+2
49
$210K 0.28%
2,333
+80
50
$205K 0.28%
3,818
1
2
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