CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$758K 0.96%
3,457
+196
27
$694K 0.87%
6,302
+195
28
$590K 0.74%
26,718
-385
29
$577K 0.73%
22,798
-449
30
$565K 0.71%
20,409
-372
31
$537K 0.68%
5,218
+68
32
$524K 0.66%
6,492
+9
33
$515K 0.65%
5,200
34
$483K 0.61%
2,741
+347
35
$475K 0.6%
53
-5,189
36
$454K 0.57%
+8,831
37
$452K 0.57%
1,581
-2
38
$444K 0.56%
915
39
$380K 0.48%
2,410
+25
40
$365K 0.46%
3,678
+10
41
$354K 0.45%
10,249
-26
42
$341K 0.43%
4,792
-54
43
$341K 0.43%
5,333
-80
44
$333K 0.42%
2,097
-39
45
$333K 0.42%
1,819
+15
46
$331K 0.42%
600
47
$305K 0.38%
493
48
$286K 0.36%
4,048
+25
49
$286K 0.36%
1,875
+3
50
$282K 0.36%
2,071
+664
1
2
3 4 5