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
$49.3M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$218K
3
+$146K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$142K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$140K

Top Sells

1
+$339K
2
+$173K
3
+$98.3K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.3K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$73.5K

Sector Composition

1 Consumer Discretionary 3.2%
2 Technology 2.17%
3 Financials 1.48%
4 Healthcare 0.95%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$123K 0.25%
3,696
+25
52
$122K 0.25%
2,250
53
$114K 0.23%
3,000
54
$112K 0.23%
530
+2
55
$102K 0.21%
678
-29
56
$101K 0.2%
728
57
$100K 0.2%
2,006
58
$97K 0.2%
455
59
$90K 0.18%
2,136
60
$84K 0.17%
6,240
+40
61
$81K 0.16%
542
+1
62
$80K 0.16%
1,505
+20
63
$71K 0.14%
1,240
-65
64
$70K 0.14%
2,358
+2,352
65
$57K 0.12%
424
-130
66
$57K 0.12%
1,755
-320
67
$50K 0.1%
621
+190
68
$47K 0.1%
2,182
69
$45K 0.09%
425
+142
70
$42K 0.09%
1,500
+176
71
$42K 0.09%
1,776
72
$41K 0.08%
1,523
+444
73
$33K 0.07%
555
74
$33K 0.07%
+400
75
$33K 0.07%
631
+3
1 2
3
4 5