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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$210K
3
+$134K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$113K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$87.3K

Top Sells

1
+$6.36M
2
+$3.86M
3
+$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$93K 0.15%
1,902
-184
52
$91K 0.14%
2,776
+213
53
$89K 0.14%
2,773
54
$88K 0.14%
3
55
$88K 0.14%
1,823
56
$80K 0.13%
3,095
57
$79K 0.12%
459
58
$78K 0.12%
749
59
$76K 0.12%
3,568
+3,052
60
$70K 0.11%
588
+13
61
$64K 0.1%
14,320
62
$60K 0.09%
3,029
63
$59K 0.09%
1,274
-268
64
$59K 0.09%
419
65
$52K 0.08%
580
+220
66
$45K 0.07%
551
67
$29K 0.05%
218
68
$26K 0.04%
702
-12
69
$26K 0.04%
278
-4
70
$24K 0.04%
845
+398
71
$23K 0.04%
572
72
$22K 0.03%
299
73
$21K 0.03%
809
-22
74
$20K 0.03%
56
+50
75
$19K 0.03%
299
1 2
3
4 5