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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$197K 0.26%
1,191
-17
52
$196K 0.26%
2,239
-94
53
$196K 0.26%
4,454
+2,392
54
$175K 0.23%
8,783
55
$165K 0.22%
5,158
-151
56
$162K 0.21%
2,734
57
$162K 0.21%
2,394
+558
58
$162K 0.21%
2,629
-39
59
$162K 0.21%
1,403
+362
60
$156K 0.2%
2,015
-5
61
$150K 0.2%
3,730
+1,202
62
$144K 0.19%
2,442
-18
63
$142K 0.19%
2,023
+55
64
$134K 0.17%
5,169
+159
65
$131K 0.17%
555
66
$126K 0.16%
1,589
+488
67
$122K 0.16%
261
+70
68
$119K 0.15%
1,341
+56
69
$116K 0.15%
2,235
+59
70
$113K 0.15%
4,255
71
$106K 0.14%
2,242
-6
72
$106K 0.14%
2,100
+39
73
$102K 0.13%
1,563
+18
74
$101K 0.13%
411
+48
75
$96.4K 0.13%
2,481
1 2
3
4 5