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
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$578K
3
+$398K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$153K

Top Sells

1
+$1.11M
2
+$481K
3
+$426K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$339K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$325K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$77K 0.12%
2,773
+214
52
$76K 0.12%
2,563
+184
53
$71K 0.11%
3,095
+259
54
$70K 0.11%
920
55
$69K 0.11%
749
56
$65K 0.11%
1,542
-3
57
$65K 0.11%
575
-446
58
$64K 0.1%
+837
59
$60K 0.1%
3,029
-453
60
$54K 0.09%
419
-66
61
$48K 0.08%
14,320
62
$38K 0.06%
551
-82
63
$36K 0.06%
360
64
$24K 0.04%
714
+25
65
$24K 0.04%
282
+3
66
$24K 0.04%
218
67
$22K 0.04%
456
+4
68
$20K 0.03%
299
+22
69
$20K 0.03%
831
+104
70
$19K 0.03%
572
71
$17K 0.03%
62
72
$13K 0.02%
299
73
$12K 0.02%
447
+264
74
$12K 0.02%
516
+303
75
$12K 0.02%
448
+232
1 2
3
4 5