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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$230K
3
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.7K

Top Sells

1
+$882K
2
+$255K
3
+$222K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$101K

Sector Composition

1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$194K 0.3%
7,348
52
$191K 0.29%
6,537
53
$185K 0.28%
1,128
54
$181K 0.28%
1,800
-155
55
$176K 0.27%
2,136
56
$166K 0.25%
2,837
-163
57
$156K 0.24%
2,136
+83
58
$153K 0.23%
5,174
+5
59
$150K 0.23%
2,607
+17
60
$143K 0.22%
2,090
61
$136K 0.21%
456
+1
62
$135K 0.21%
1,962
-856
63
$131K 0.2%
2,734
64
$121K 0.19%
2,401
65
$118K 0.18%
2,000
66
$113K 0.17%
4,209
+72
67
$109K 0.17%
2,054
-64
68
$96K 0.15%
876
69
$91K 0.14%
900
70
$91K 0.14%
1,813
+4
71
$87K 0.13%
555
72
$80K 0.12%
1,445
-26
73
$72K 0.11%
1,755
74
$64K 0.1%
629
-3
75
$62K 0.1%
600
1 2
3
4 5