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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$661K 0.86%
5,984
-10
27
$608K 0.79%
3,261
+34
28
$600K 0.78%
23,308
-1,286
29
$559K 0.73%
27,198
-2,880
30
$557K 0.72%
20,781
31
$521K 0.68%
6,492
-623
32
$494K 0.64%
5,071
-43,484
33
$492K 0.64%
4,856
-2,547
34
$445K 0.58%
1,568
+36
35
$423K 0.55%
918
+18
36
$390K 0.51%
2,338
+35
37
$384K 0.5%
2,316
+64
38
$370K 0.48%
3,656
+2
39
$366K 0.48%
5,200
40
$339K 0.44%
5,413
+147
41
$335K 0.44%
10,532
+636
42
$326K 0.42%
4,843
+2
43
$315K 0.41%
1,755
+15
44
$311K 0.41%
2,136
45
$303K 0.39%
1,870
+1
46
$293K 0.38%
600
+48
47
$283K 0.37%
493
+30
48
$271K 0.35%
1,000
49
$247K 0.32%
3,944
-22
50
$223K 0.29%
2,192
-47
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2
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