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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$137K 0.27%
1,617
-287
52
$137K 0.27%
9,350
+640
53
$135K 0.26%
1,225
+187
54
$129K 0.25%
2,292
-49
55
$123K 0.24%
2,400
+400
56
$122K 0.24%
4,827
-108
57
$118K 0.23%
4,558
-50
58
$115K 0.22%
2,677
-160
59
$113K 0.22%
2,734
60
$111K 0.22%
4,704
+18
61
$103K 0.2%
2,222
+18
62
$94K 0.18%
2,433
63
$91K 0.18%
1,429
-66
64
$82K 0.16%
2,357
+1,083
65
$82K 0.16%
469
66
$81K 0.16%
922
+448
67
$75K 0.15%
1,503
+66
68
$75K 0.15%
1,590
+150
69
$73K 0.14%
812
+9
70
$72K 0.14%
900
71
$70K 0.14%
1,792
72
$65K 0.13%
624
+36
73
$61K 0.12%
574
+5
74
$60K 0.12%
1,371
75
$59K 0.11%
876
1 2
3
4 5