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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$162K 0.27%
5,303
-548
52
$148K 0.25%
2,107
53
$146K 0.24%
2,471
+179
54
$144K 0.24%
1,900
-727
55
$143K 0.24%
2,766
+980
56
$134K 0.22%
5,432
+282
57
$130K 0.22%
1,504
+33
58
$130K 0.22%
352
+194
59
$125K 0.21%
1,969
-288
60
$124K 0.21%
2,676
-181
61
$123K 0.21%
2,474
+1,479
62
$123K 0.21%
5,070
-39
63
$117K 0.2%
2,734
64
$111K 0.19%
250
+183
65
$95.7K 0.16%
1,523
+14
66
$93.5K 0.16%
872
-363
67
$89.8K 0.15%
1,713
+156
68
$88K 0.15%
470
69
$87.7K 0.15%
2,391
-9
70
$81.2K 0.14%
2,677
71
$80.2K 0.13%
555
72
$76.9K 0.13%
2,113
+151
73
$75.3K 0.13%
1,902
+142
74
$74.8K 0.13%
1,603
-429
75
$73.8K 0.12%
900
1 2
3
4 5