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
$131M
AUM Growth
-$8.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.29M
3
+$611K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$609K
5
BAC icon
Bank of America
BAC
+$402K

Top Sells

1
+$3.29M
2
+$3.25M
3
+$2.49M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.28M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.9M

Sector Composition

1 Financials 0.42%
2 Healthcare 0.2%
3 Industrials 0.14%
4 Consumer Discretionary 0.1%
5 Consumer Staples 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1K ﹤0.01%
19
52
$0 ﹤0.01%
11
53
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-10
54
– –
-100
55
– –
-7
56
– –
-201
57
$0 ﹤0.01%
+120
58
$0 ﹤0.01%
5
59
– –
-2,533
60
– –
-300
61
– –
-100
62
– –
-10
63
– –
-10
64
$0 ﹤0.01%
12
1 2
3