CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$525K
3
+$313K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$309K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$268K

Top Sells

1
+$650K
2
+$630K
3
+$500K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$419K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.28%
3,019
-340
52
$196K 0.26%
2,460
+8
53
$196K 0.26%
1,208
-223
54
$192K 0.26%
432
55
$178K 0.24%
8,783
-1,418
56
$176K 0.24%
337
57
$169K 0.23%
2,668
+97
58
$165K 0.22%
5,309
+43
59
$158K 0.21%
2,734
60
$145K 0.2%
2,020
+14
61
$143K 0.19%
1,968
+13
62
$135K 0.18%
5,010
+6
63
$121K 0.16%
1,041
+37
64
$118K 0.16%
2,176
+38
65
$115K 0.16%
1,285
-85
66
$114K 0.15%
555
-53
67
$111K 0.15%
1,836
-15
68
$107K 0.14%
4,255
69
$107K 0.14%
2,248
+26
70
$104K 0.14%
2,061
+109
71
$103K 0.14%
2,528
+125
72
$103K 0.14%
487
+17
73
$102K 0.14%
1,545
+4
74
$96.8K 0.13%
1,687
+305
75
$96.7K 0.13%
2,481
1 2
3
4 5