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
$55.3M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$518K
3
+$501K
4
SLV icon
iShares Silver Trust
SLV
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$108K

Top Sells

1
+$745K
2
+$594K
3
+$581K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$316K
5
GPK icon
Graphic Packaging
GPK
+$268K

Sector Composition

1 Consumer Discretionary 3.09%
2 Technology 2.31%
3 Financials 1.62%
4 Healthcare 0.95%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$140K 0.25%
631
+101
52
$140K 0.25%
7,348
53
$132K 0.24%
2,136
54
$128K 0.23%
2,090
-160
55
$126K 0.23%
9,640
+3,400
56
$124K 0.22%
875
57
$106K 0.19%
455
58
$102K 0.18%
2,733
59
$101K 0.18%
728
60
$85K 0.15%
1,529
+24
61
$82K 0.15%
1,196
-44
62
$81K 0.15%
542
63
$78K 0.14%
2,422
+64
64
$68K 0.12%
1,518
-5
65
$66K 0.12%
1,755
66
$58K 0.1%
420
-4
67
$58K 0.1%
1,160
-846
68
$56K 0.1%
635
+14
69
$54K 0.1%
1,776
70
$48K 0.09%
555
71
$47K 0.08%
2,182
72
$46K 0.08%
197
+97
73
$45K 0.08%
425
74
$42K 0.08%
1,500
75
$37K 0.07%
400
1 2
3
4 5