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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$223K 0.29%
3,072
+15
52
$209K 0.27%
2,183
-171
53
$207K 0.27%
2,565
+171
54
$206K 0.27%
1,188
-3
55
$201K 0.26%
4,046
-408
56
$188K 0.24%
8,117
-666
57
$184K 0.24%
4,032
+302
58
$181K 0.24%
2,010
-5
59
$177K 0.23%
1,512
+109
60
$174K 0.23%
5,389
+231
61
$160K 0.21%
274
+13
62
$160K 0.21%
2,718
-1,100
63
$154K 0.2%
2,734
64
$154K 0.2%
2,442
65
$149K 0.19%
1,950
-73
66
$146K 0.19%
2,157
-472
67
$146K 0.19%
5,169
68
$127K 0.17%
1,360
+19
69
$124K 0.16%
+2,340
70
$122K 0.16%
1,746
+157
71
$113K 0.15%
3,888
-367
72
$112K 0.15%
1,567
+4
73
$112K 0.15%
555
74
$110K 0.14%
+1,326
75
$110K 0.14%
476
+65
1 2
3
4 5