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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$736K 0.95%
14,084
+503
27
$703K 0.91%
3,205
-56
28
$652K 0.84%
6,114
+130
29
$602K 0.77%
23,280
-28
30
$542K 0.7%
20,761
-20
31
$517K 0.67%
5,141
+285
32
$511K 0.66%
6,495
+3
33
$505K 0.65%
27,276
+78
34
$477K 0.61%
5,353
+282
35
$446K 0.57%
1,549
-19
36
$437K 0.56%
2,307
-9
37
$422K 0.54%
931
+13
38
$390K 0.5%
5,200
39
$384K 0.49%
2,340
+2
40
$356K 0.46%
3,672
+16
41
$335K 0.43%
2,136
42
$332K 0.43%
5,418
+5
43
$325K 0.42%
4,844
+1
44
$322K 0.41%
11,029
+497
45
$315K 0.41%
1,767
+12
46
$307K 0.39%
600
47
$289K 0.37%
493
48
$272K 0.35%
1,879
+9
49
$247K 0.32%
1,000
50
$231K 0.3%
2,559
-6
1
2
3 4 5