CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+15.69%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$46.6M
AUM Growth
+$46.6M
(+13%)
Cap. Flow
-$1.6M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
63.49%
Holding
132
New
6
Increased
36
Reduced
37
Closed
11
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$230K |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$131K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$131K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$116K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$114K |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$924K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$278K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$264K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$244K |
| 5 |
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% |
