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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.3%
2,557
-2
52
$218K 0.29%
2,280
-21
53
$215K 0.29%
3,075
-104
54
$208K 0.28%
2,164
-1
55
$204K 0.27%
3,465
-657
56
$202K 0.27%
1,186
-4
57
$196K 0.26%
2,734
58
$185K 0.25%
5,251
-123
59
$181K 0.24%
1,518
-12
60
$178K 0.24%
4,032
61
$176K 0.24%
1,917
-14
62
$175K 0.23%
8,117
63
$165K 0.22%
2,435
-16
64
$149K 0.2%
2,008
-2
65
$149K 0.2%
2,571
66
$142K 0.19%
5,080
-108
67
$139K 0.19%
2,190
-110
68
$137K 0.18%
306
+3
69
$135K 0.18%
1,746
70
$128K 0.17%
1,414
+9
71
$121K 0.16%
2,364
+8
72
$119K 0.16%
1,407
+175
73
$117K 0.16%
1,567
74
$114K 0.15%
683
+45
75
$107K 0.14%
3,888
1 2
3
4 5