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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.28%
2,301
+109
52
$210K 0.27%
3,179
+107
53
$206K 0.26%
2,165
-18
54
$204K 0.26%
4,122
+76
55
$200K 0.26%
1,190
+2
56
$192K 0.25%
2,734
57
$174K 0.22%
4,032
58
$172K 0.22%
5,374
-15
59
$171K 0.22%
8,117
60
$165K 0.21%
1,530
+18
61
$159K 0.2%
1,931
-79
62
$155K 0.2%
2,571
-147
63
$149K 0.19%
2,010
+60
64
$148K 0.19%
638
+40
65
$148K 0.19%
303
+29
66
$142K 0.18%
5,188
+19
67
$140K 0.18%
2,300
+143
68
$134K 0.17%
331
-34
69
$132K 0.17%
1,746
70
$125K 0.16%
1,405
+45
71
$120K 0.16%
2,356
+16
72
$117K 0.15%
1,328
+2
73
$110K 0.14%
2,451
+9
74
$110K 0.14%
1,567
75
$104K 0.13%
3,888
1 2
3
4 5