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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$157K 0.28%
8,058
+710
52
$147K 0.26%
2,107
+64
53
$140K 0.24%
2,257
+2,119
54
$137K 0.24%
2,292
55
$135K 0.24%
1,235
+10
56
$130K 0.23%
1,254
+332
57
$127K 0.22%
2,857
+2,557
58
$127K 0.22%
1,471
-146
59
$126K 0.22%
5,150
+446
60
$125K 0.22%
5,109
+282
61
$109K 0.19%
995
62
$102K 0.18%
2,734
63
$97.9K 0.17%
2,400
64
$95.8K 0.17%
2,032
-190
65
$94.2K 0.16%
1,509
+80
66
$91.3K 0.16%
2,677
67
$89.3K 0.16%
1,786
+283
68
$83.9K 0.15%
470
+1
69
$76.5K 0.13%
1,557
-33
70
$74.4K 0.13%
1,825
-608
71
$73.3K 0.13%
1,962
-395
72
$70.8K 0.12%
1,760
-32
73
$70.4K 0.12%
900
74
$68.2K 0.12%
555
75
$65.4K 0.11%
643
+19
1 2
3
4 5