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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$168K 0.29%
5,227
-76
52
$157K 0.27%
437
+85
53
$156K 0.27%
8,783
54
$144K 0.25%
337
+87
55
$143K 0.25%
2,541
+70
56
$142K 0.25%
1,894
-6
57
$136K 0.24%
2,096
-11
58
$131K 0.23%
5,485
+53
59
$124K 0.21%
5,250
+180
60
$119K 0.21%
1,969
61
$114K 0.2%
972
+100
62
$112K 0.19%
2,734
63
$109K 0.19%
1,325
-179
64
$103K 0.18%
2,229
+626
65
$98.6K 0.17%
2,157
-519
66
$98.3K 0.17%
1,842
+129
67
$90.5K 0.16%
1,540
+17
68
$90.2K 0.16%
1,808
-666
69
$84.3K 0.15%
2,403
+680
70
$83.6K 0.15%
1,034
+155
71
$83.1K 0.14%
470
72
$79.3K 0.14%
2,391
73
$76.8K 0.13%
555
74
$76.6K 0.13%
2,677
75
$75.5K 0.13%
2,030
+128
1 2
3
4 5