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
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$174K
3
+$126K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$115K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$110K

Top Sells

1
+$262K
2
+$252K
3
+$205K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$144K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$139K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.24%
2,136
-4
52
$113K 0.23%
500
+480
53
$110K 0.23%
+662
54
$106K 0.22%
3,325
55
$100K 0.21%
456
-3
56
$96K 0.2%
1,776
-47
57
$91K 0.19%
728
-21
58
$86K 0.18%
3,866
-68
59
$83K 0.17%
523
+480
60
$79K 0.16%
539
+101
61
$78K 0.16%
840
62
$76K 0.16%
593
+11
63
$75K 0.15%
1,488
-447
64
$73K 0.15%
2,154
+6
65
$68K 0.14%
2,420
66
$64K 0.13%
2,182
-1,561
67
$43K 0.09%
726
+715
68
$37K 0.08%
+625
69
$36K 0.07%
6,200
-8,120
70
$35K 0.07%
507
-44
71
$34K 0.07%
555
-17
72
$29K 0.06%
681
-12
73
$28K 0.06%
283
74
$27K 0.06%
361
+11
75
$27K 0.06%
+1,500
1 2
3
4 5