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
$61.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$882K
3
+$420K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$367K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$267K

Top Sells

1
+$1.15M
2
+$717K
3
+$587K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$193K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95K

Sector Composition

1 Technology 4.59%
2 Healthcare 2.23%
3 Financials 2.01%
4 Consumer Discretionary 1.79%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$178K 0.29%
4,234
52
$177K 0.29%
2,136
53
$176K 0.29%
3,000
54
$171K 0.28%
2,818
55
$168K 0.27%
7,348
56
$166K 0.27%
2,027
-10
57
$166K 0.27%
2,590
+159
58
$158K 0.26%
1,128
59
$158K 0.26%
5,169
+54
60
$153K 0.25%
2,053
-5
61
$130K 0.21%
2,090
62
$127K 0.21%
2,734
63
$126K 0.2%
455
64
$123K 0.2%
2,401
+298
65
$113K 0.18%
2,118
-5
66
$107K 0.17%
876
+1
67
$102K 0.17%
4,137
+534
68
$95K 0.15%
900
69
$93K 0.15%
1,809
+185
70
$86K 0.14%
2,000
71
$75K 0.12%
600
72
$74K 0.12%
1,471
-14
73
$73K 0.12%
1,755
74
$71K 0.12%
555
75
$62K 0.1%
1,229
-3
1 2
3
4 5