CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$559K
2
+$491K
3
+$490K
4
IYR icon
iShares US Real Estate ETF
IYR
+$424K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$372K

Top Sells

1
+$973K
2
+$183K
3
+$129K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95.8K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$60.5K

Sector Composition

1 Financials 0.42%
2 Healthcare 0.21%
3 Industrials 0.13%
4 Technology 0.08%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.03%
692
+432
52
$22K 0.01%
439
+3
53
$20K 0.01%
+590
54
$20K 0.01%
+237
55
$20K 0.01%
+307
56
$9K 0.01%
123
+1
57
$4K ﹤0.01%
60
-14,600
58
$1K ﹤0.01%
120
59
$0 ﹤0.01%
12
60
– –
-23
61
$0 ﹤0.01%
5
1 2
3