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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$87.2K
3
+$83.9K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$35.8K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$35.5K

Top Sells

1
+$3.51M
2
+$2.03M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$183K 0.36%
7,348
52
$172K 0.34%
1,128
53
$169K 0.33%
2,136
54
$161K 0.32%
456
55
$161K 0.32%
2,837
56
$152K 0.3%
3,133
+732
57
$152K 0.3%
2,090
58
$145K 0.28%
2,181
+45
59
$134K 0.26%
5,091
+882
60
$132K 0.26%
4,740
-434
61
$132K 0.26%
2,734
62
$131K 0.26%
2,677
+70
63
$118K 0.23%
2,138
+1,580
64
$104K 0.2%
2,000
65
$97K 0.19%
1,440
-522
66
$96K 0.19%
465
-424
67
$88K 0.17%
876
68
$82K 0.16%
900
69
$79K 0.15%
1,699
-114
70
$76K 0.15%
1,423
-22
71
$73K 0.14%
555
72
$68K 0.13%
1,371
-683
73
$67K 0.13%
1,344
+219
74
$67K 0.13%
1,755
75
$67K 0.13%
600
1 2
3
4 5