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
$45.2M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$183K
3
+$180K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$160K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$99.5K

Top Sells

1
+$132K
2
+$113K
3
+$89.9K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$60.5K

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 4.34%
3 Healthcare 3.54%
4 Consumer Staples 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$152K 0.34%
2,136
52
$149K 0.33%
2,090
53
$136K 0.3%
4,884
-1,892
54
$135K 0.3%
2,837
55
$129K 0.29%
8,510
+30
56
$125K 0.28%
457
+1
57
$124K 0.27%
2,272
+91
58
$119K 0.26%
4,685
-55
59
$118K 0.26%
4,935
-156
60
$110K 0.24%
2,327
-806
61
$109K 0.24%
2,525
-152
62
$105K 0.23%
2,000
63
$92K 0.2%
1,479
+39
64
$80K 0.18%
876
65
$80K 0.18%
469
+4
66
$76K 0.17%
862
-1,276
67
$73K 0.16%
1,783
+84
68
$71K 0.16%
+411
69
$68K 0.15%
1,435
+12
70
$64K 0.14%
1,371
71
$60K 0.13%
1,214
-130
72
$60K 0.13%
567
+1
73
$59K 0.13%
900
74
$59K 0.13%
1,406
+38
75
$58K 0.13%
578
-13
1 2
3
4 5