CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+0.43%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$153M
AUM Growth
+$153M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
73.54%
Holding
60
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $40K | 0.03% | 692 | – | – |
|
52
Fidelity Total Bond ETF
FBND
$20.3B
| $22K | 0.01% | 439 | – | – |
|
53
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $20K | 0.01% | 590 | – | – |
|
54
iShares Core High Dividend ETF
HDV
$11.7B
| $20K | 0.01% | 237 | – | – |
|
55
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
| $20K | 0.01% | 307 | – | – |
|
56
iShares MSCI ACWI ETF
ACWI
$22B
| $9K | 0.01% | 123 | – | – |
|
57
Amazon
AMZN
$2.44T
| $4K | ﹤0.01% | 3 | – | – |
|
58
NVIDIA
NVDA
$4.24T
| $1K | ﹤0.01% | 3 | – | – |
|
59
Snap
SNAP
$12.1B
| $0 | ﹤0.01% | 5 | – | – |
|
|
FM
60
DELISTED
iShares Frontier and Select EM ETF
FM
| $0 | ﹤0.01% | 12 | – | – |
|