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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+0.43%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$153M
AUM Growth
$0
Cap. Flow
$0
Cap. Flow %
0%
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

Rank Sector Weight
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
IEMG icon
51
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$40K 0.03%
692
– –
FBND icon
52
Fidelity Total Bond ETF
FBND
$27.2B
$22K 0.01%
439
– –
DGRO icon
53
iShares Core Dividend Growth ETF
DGRO
$43.4B
$20K 0.01%
590
– –
HDV
54
iShares Core High Dividend ETF
HDV
$14.8B
$20K 0.01%
1,185
– –
SCZ icon
55
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$20K 0.01%
307
– –
ACWI icon
56
iShares MSCI ACWI ETF
ACWI
$33.3B
$9K 0.01%
123
– –
AMZN icon
57
Amazon
AMZN
$2.94T
$4K ﹤0.01%
60
– –
NVDA icon
58
NVIDIA
NVDA
$5.3T
$1K ﹤0.01%
120
– –
SNAP icon
59
Snap
SNAP
$8.83B
$0 ﹤0.01%
5
– –
FM
60
DELISTED
iShares Frontier and Select EM ETF
FM
$0 ﹤0.01%
12
– –
1 2
3

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CSTB
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1M
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1I
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Clear Investment Research's Q2 2018 Portfolio in Review

As of Q2 2018, Clear Investment Research held 60 positions worth $153M, unchanged from the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Trading was light in Q2 2018: portfolio turnover was 0%. Clear Investment Research opened no new positions and made no exits, leaving the 60-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 0.42% of assets, unchanged from a quarter earlier, followed by Healthcare and Industrials.

  • Clear Investment Research's ten largest holdings make up 74% of its $153M portfolio in Q2 2018.
  • Clear Investment Research opened 0 new positions and closed 0 in Q2 2018.
  • Clear Investment Research's portfolio value was unchanged quarter-over-quarter at $153M.

Based on Clear Investment Research's 13F filing for Q2 2018, filed 26 Jul 2018.