CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.32%
4,017
+11
52
$250K 0.32%
2,558
+1
53
$236K 0.3%
3,053
-22
54
$222K 0.28%
1,000
55
$220K 0.28%
5,304
+2,980
56
$219K 0.28%
2,310
+30
57
$216K 0.27%
2,701
-33
58
$202K 0.26%
3,244
-221
59
$202K 0.25%
2,104
-60
60
$188K 0.24%
683
61
$186K 0.24%
1,170
-16
62
$179K 0.23%
5,265
+14
63
$176K 0.22%
1,917
64
$171K 0.22%
4,032
65
$169K 0.21%
7,959
-158
66
$168K 0.21%
2,436
+1
67
$165K 0.21%
2,571
68
$164K 0.21%
1,522
+4
69
$157K 0.2%
2,161
-29
70
$153K 0.19%
2,012
+4
71
$144K 0.18%
453
+82
72
$142K 0.18%
306
73
$135K 0.17%
182
+55
74
$135K 0.17%
5,080
75
$132K 0.17%
1,429
+15
1 2
3
4 5