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
$46.6M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$131K
3
+$131K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$116K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$114K

Top Sells

1
+$924K
2
+$278K
3
+$264K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$244K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$179K

Sector Composition

1 Consumer Discretionary 3.31%
2 Technology 1.73%
3 Financials 1.51%
4 Healthcare 1.09%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$107K 0.23%
528
-46
52
$102K 0.22%
+2,015
53
$101K 0.22%
707
+125
54
$100K 0.21%
2,006
-462
55
$87K 0.19%
728
56
$81K 0.17%
455
-45
57
$80K 0.17%
2,136
58
$76K 0.16%
1,485
-10
59
$76K 0.16%
541
+1
60
$75K 0.16%
554
-41
61
$70K 0.15%
1,305
+1,017
62
$61K 0.13%
2,075
-1,246
63
$59K 0.13%
6,200
64
$50K 0.11%
2,182
65
$45K 0.1%
1,776
66
$41K 0.09%
1,079
+285
67
$38K 0.08%
628
-102
68
$37K 0.08%
+1,324
69
$35K 0.08%
431
+148
70
$34K 0.07%
555
71
$34K 0.07%
788
-4,144
72
$30K 0.06%
+283
73
$24K 0.05%
250
74
$24K 0.05%
+2,371
75
$24K 0.05%
125
1 2
3
4 5