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
$151M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$339K
3
+$249K
4
IYR icon
iShares US Real Estate ETF
IYR
+$183K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$142K

Top Sells

1
+$779K
2
+$527K
3
+$359K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$199K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$183K

Sector Composition

1 Financials 0.43%
2 Healthcare 0.18%
3 Industrials 0.15%
4 Consumer Discretionary 0.08%
5 Consumer Staples 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-11
52
– –
-653
53
– –
-1,536
54
– –
-123
55
$0 ﹤0.01%
5
56
– –
-1,139
57
$0 ﹤0.01%
12
1 2
3