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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$111K 0.24%
2,140
52
$106K 0.23%
459
53
$106K 0.23%
3,325
54
$102K 0.22%
3,743
+1,490
55
$98K 0.21%
1,935
+3
56
$93K 0.2%
749
57
$92K 0.2%
1,823
58
$79K 0.17%
3,934
-239
59
$74K 0.16%
582
-2
60
$73K 0.16%
840
+100
61
$73K 0.16%
2,148
+58
62
$64K 0.14%
2,420
63
$62K 0.13%
14,320
64
$57K 0.12%
438
+19
65
$39K 0.08%
551
66
$34K 0.07%
2,273
+12
67
$29K 0.06%
572
68
$27K 0.06%
693
-5
69
$27K 0.06%
283
+3
70
$26K 0.06%
350
71
$25K 0.05%
845
72
$20K 0.04%
299
73
$20K 0.04%
320
74
$20K 0.04%
692
75
$18K 0.04%
183
1 2
3
4 5