CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.3M
AUM Growth
-$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$108K
3
+$103K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.9K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40K

Top Sells

1
+$392K
2
+$355K
3
+$331K
4
GPK icon
Graphic Packaging
GPK
+$309K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$301K

Sector Composition

1 Consumer Discretionary 2.68%
2 Technology 2.13%
3 Financials 2%
4 Healthcare 1.05%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$149K 0.27%
632
+1
52
$130K 0.24%
2,090
53
$129K 0.23%
9,640
54
$123K 0.22%
875
55
$116K 0.21%
455
56
$113K 0.2%
2,204
-529
57
$99K 0.18%
728
58
$89K 0.16%
1,198
+2
59
$89K 0.16%
543
+1
60
$89K 0.16%
3,941
-3,574
61
$80K 0.14%
2,505
+83
62
$79K 0.14%
1,525
-4
63
$74K 0.13%
555
64
$72K 0.13%
1,483
-35
65
$69K 0.12%
1,755
66
$69K 0.12%
1,776
67
$60K 0.11%
566
+141
68
$59K 0.11%
1,178
+18
69
$59K 0.11%
619
-16
70
$50K 0.09%
2,182
71
$45K 0.08%
197
72
$40K 0.07%
+1,638
73
$40K 0.07%
1,500
74
$38K 0.07%
383
+378
75
$36K 0.07%
98
+30
1 2
3
4 5