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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$678K 0.91%
6,107
-7
27
$620K 0.83%
3,261
+56
28
$552K 0.74%
20,781
+20
29
$545K 0.73%
23,247
-33
30
$536K 0.72%
27,103
-173
31
$533K 0.71%
5,150
+9
32
$512K 0.68%
6,483
-12
33
$487K 0.65%
915
-16
34
$475K 0.63%
5,242
-111
35
$405K 0.54%
1,583
+34
36
$390K 0.52%
5,200
37
$370K 0.49%
2,394
+87
38
$363K 0.48%
3,668
-4
39
$360K 0.48%
2,385
+45
40
$334K 0.45%
5,413
-5
41
$322K 0.43%
4,846
+2
42
$321K 0.43%
10,275
-754
43
$311K 0.41%
1,872
-7
44
$308K 0.41%
1,804
+37
45
$307K 0.41%
2,136
46
$288K 0.38%
4,023
+3,074
47
$281K 0.38%
600
48
$276K 0.37%
493
49
$234K 0.31%
4,006
+2
50
$233K 0.31%
1,000
1
2
3 4 5