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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$148K
3
+$126K
4
BAC icon
Bank of America
BAC
+$120K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$85.3K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$877K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$723K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$103K 0.17%
1,127
+61
52
$98K 0.16%
1,932
+30
53
$95K 0.16%
459
54
$90K 0.15%
4,173
+1,144
55
$86K 0.14%
1,823
56
$82K 0.13%
749
57
$73K 0.12%
584
-4
58
$71K 0.12%
2,090
-686
59
$70K 0.11%
740
+160
60
$64K 0.1%
2,420
-675
61
$60K 0.1%
1,292
+18
62
$59K 0.1%
14,320
63
$58K 0.1%
419
64
$57K 0.09%
2,253
+2,182
65
$42K 0.07%
551
66
$32K 0.05%
2,261
-8,379
67
$29K 0.05%
218
68
$27K 0.04%
698
-4
69
$26K 0.04%
572
70
$26K 0.04%
280
+2
71
$26K 0.04%
974
+165
72
$25K 0.04%
350
+51
73
$25K 0.04%
845
74
$21K 0.03%
299
75
$21K 0.03%
56
1 2
3
4 5