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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$582K
3
+$543K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$268K
5
MSFT icon
Microsoft
MSFT
+$242K

Top Sells

1
+$456K
2
+$257K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K

Sector Composition

1 Consumer Discretionary 10.71%
2 Technology 6.36%
3 Healthcare 3.53%
4 Financials 2.02%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$124K 0.26%
2,837
52
$122K 0.26%
458
+1
53
$119K 0.25%
4,608
-276
54
$114K 0.24%
2,341
+69
55
$110K 0.23%
+2,734
56
$109K 0.23%
4,935
57
$106K 0.22%
8,710
+200
58
$105K 0.22%
4,686
+1
59
$102K 0.21%
2,204
-123
60
$91K 0.19%
1,038
+552
61
$88K 0.19%
2,000
62
$87K 0.18%
2,433
-92
63
$86K 0.18%
1,495
+16
64
$77K 0.16%
469
65
$70K 0.15%
803
-59
66
$66K 0.14%
876
67
$66K 0.14%
1,792
+9
68
$64K 0.13%
1,437
+2
69
$62K 0.13%
+1,440
70
$60K 0.13%
1,371
71
$60K 0.13%
569
+2
72
$57K 0.12%
900
73
$57K 0.12%
1,151
-63
74
$57K 0.12%
1,406
75
$54K 0.11%
588
+10
1 2
3
4 5