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
$59.9M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$601K
3
+$517K
4
MSFT icon
Microsoft
MSFT
+$271K
5
JNJ icon
Johnson & Johnson
JNJ
+$264K

Top Sells

1
+$2.6M
2
+$154K
3
+$85.7K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$82.9K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$67.4K

Sector Composition

1 Technology 4.63%
2 Consumer Discretionary 3.05%
3 Healthcare 2.29%
4 Financials 2.02%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$167K 0.28%
2,037
+41
52
$167K 0.28%
728
-230
53
$167K 0.28%
3,000
54
$166K 0.28%
2,431
-605
55
$159K 0.27%
2,136
56
$153K 0.26%
2,058
-906
57
$152K 0.25%
1,128
+400
58
$126K 0.21%
455
59
$126K 0.21%
2,090
60
$124K 0.21%
875
61
$124K 0.21%
2,734
+958
62
$114K 0.19%
2,123
-811
63
$108K 0.18%
2,103
-101
64
$105K 0.18%
4,348
+407
65
$103K 0.17%
+900
66
$91K 0.15%
3,603
+1,965
67
$86K 0.14%
2,612
+107
68
$85K 0.14%
1,624
+99
69
$79K 0.13%
555
70
$78K 0.13%
+2,000
71
$75K 0.13%
1,485
+2
72
$74K 0.12%
+600
73
$73K 0.12%
1,755
74
$62K 0.1%
1,232
+54
75
$61K 0.1%
629
+10
1 2
3
4 5