CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+5.05%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$49.3M
AUM Growth
+$49.3M
(+5.8%)
Cap. Flow
+$849K
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
64.04%
Holding
126
New
5
Increased
40
Reduced
24
Closed
7
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$339K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$173K |
| 3 |
Graphic Packaging
GPK
|
$98.3K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$85.3K |
| 5 |
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% |
