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
$147M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$2.32M
3
+$2.32M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.76M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.3M

Top Sells

1
+$4.22M
2
+$722K
3
+$567K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$82.5K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.4K

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 Change
in Stake 		Capital Flow
51
$8K 0.01%
123
+104
52
$6K ﹤0.01%
38
53
$1K ﹤0.01%
120
54
$0 ﹤0.01%
11
55
– –
-400
56
$0 ﹤0.01%
5
57
$0 ﹤0.01%
12
1 2
3