CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+1.46%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$76.7M
AUM Growth
+$76.7M
(+3.2%)
Cap. Flow
+$2.88M
Cap. Flow
% of AUM
3.75%
Top 10 Holdings %
Top 10 Hldgs %
55.21%
Holding
224
New
3
Increased
83
Reduced
38
Closed
12
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$558K |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$363K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$297K |
| 4 |
Fidelity Total Bond ETF
FBND
|
$255K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$249K |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$325K |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$320K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$288K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$285K |
| 5 |
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% |
