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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$219K 0.31%
3,943
+22
52
$218K 0.31%
3,359
+41
53
$211K 0.3%
10,201
+1,418
54
$210K 0.3%
1,431
+225
55
$206K 0.29%
2,253
-69
56
$194K 0.27%
2,452
57
$184K 0.26%
3,818
-140
58
$177K 0.25%
432
-5
59
$160K 0.23%
337
60
$160K 0.23%
5,266
+39
61
$159K 0.22%
2,571
+30
62
$141K 0.2%
2,006
-90
63
$135K 0.19%
2,734
64
$132K 0.19%
1,955
-14
65
$127K 0.18%
5,004
-246
66
$122K 0.17%
1,370
+45
67
$120K 0.17%
+3,532
68
$112K 0.16%
2,138
-19
69
$106K 0.15%
2,222
-7
70
$105K 0.15%
4,255
-1,230
71
$103K 0.14%
+2,204
72
$100K 0.14%
1,004
+32
73
$98.6K 0.14%
1,952
+144
74
$98.5K 0.14%
608
+53
75
$97.4K 0.14%
1,851
+9
1 2
3
4 5