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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$640K 0.83%
5,994
+26
27
$624K 0.81%
3,227
+21
28
$583K 0.76%
24,594
+4
29
$578K 0.75%
30,078
+26
30
$555K 0.72%
5,200
31
$549K 0.72%
7,115
+383
32
$513K 0.67%
20,781
33
$410K 0.54%
2,252
+113
34
$402K 0.52%
1,532
-30
35
$366K 0.48%
900
+63
36
$355K 0.46%
3,654
+7
37
$351K 0.46%
2,303
-38
38
$308K 0.4%
4,841
+2
39
$303K 0.4%
5,266
+702
40
$297K 0.39%
1,740
-45
41
$294K 0.38%
9,896
+1,034
42
$273K 0.36%
1,869
-47
43
$265K 0.34%
2,136
44
$264K 0.34%
552
+120
45
$252K 0.33%
463
+126
46
$227K 0.3%
3,966
+21
47
$223K 0.29%
2,354
-5
48
$220K 0.29%
1,000
49
$213K 0.28%
3,818
50
$207K 0.27%
3,057
+38
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2
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