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
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

Top Sells

1
+$13.5M
2
+$13.3M
3
+$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$100K 0.14%
4,804
-1,144
52
$96K 0.14%
1,823
-361
53
$93K 0.13%
920
-218
54
$84K 0.12%
+2,559
55
$78K 0.11%
+2,836
56
$77K 0.11%
+2,379
57
$74K 0.11%
1,545
-5,183
58
$74K 0.11%
+3,482
59
$67K 0.1%
485
-49
60
$62K 0.09%
749
-147
61
$54K 0.08%
633
-23
62
$36K 0.05%
360
+300
63
$31K 0.04%
+218
64
$26K 0.04%
689
+99
65
$25K 0.04%
279
+42
66
$25K 0.04%
+247
67
$22K 0.03%
+572
68
$22K 0.03%
452
+13
69
$20K 0.03%
+277
70
$20K 0.03%
+727
71
$17K 0.02%
+62
72
$14K 0.02%
+299
73
$12K 0.02%
+125
74
$12K 0.02%
+144
75
$10K 0.01%
135
+12
1 2
3
4 5