CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+2.68%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$147M
AUM Growth
+$16.2M
(+12%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
8.6%
Top 10 Holdings %
Top 10 Hldgs %
73.53%
Holding
57
New
2
Increased
22
Reduced
13
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.79M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.32M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.32M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.76M |
| 5 |
iShares US Real Estate ETF
IYR
|
$1.3M |
Top Sells
Sector Composition
| 1 | Financials | 0.39% |
| 2 | Healthcare | 0.15% |
| 3 | Industrials | 0.15% |
| 4 | Consumer Discretionary | 0.09% |
| 5 | Consumer Staples | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI ACWI ETF
ACWI
$22B
| $8K | 0.01% |
123
+104
| +547% | +$6.76K |
|
52
Aon
AON
$80.6B
| $6K | ﹤0.01% |
38
| – | – |
|
53
NVIDIA
NVDA
$4.15T
| $1K | ﹤0.01% |
120
| – | – |
|
|
FM
54
DELISTED
iShares Frontier and Select EM ETF
FM
| $0 | ﹤0.01% |
12
| – | – |
|
55
Acco Brands
ACCO
$354M
| $0 | ﹤0.01% |
11
| – | – |
|
56
iShares Silver Trust
SLV
$20.2B
| – | – |
-400
| Closed | -$7K |
|
57
Snap
SNAP
$12.3B
| $0 | ﹤0.01% |
5
| – | – |
|