CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

Top Sells

1
+$13.5M
2
+$13.3M
3
+$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.41M

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Technology 0.52%
4 Industrials 0.26%
5 Consumer Discretionary 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10K 0.01%
+160
77
$10K 0.01%
+160
78
$8K 0.01%
+264
79
$6K 0.01%
+104
80
$6K 0.01%
+216
81
$5K 0.01%
+155
82
$5K 0.01%
+190
83
$5K 0.01%
+43
84
$5K 0.01%
+183
85
$5K 0.01%
+213
86
$4K 0.01%
+35
87
$4K 0.01%
+43
88
$4K 0.01%
+20
89
$3K ﹤0.01%
+8
90
$3K ﹤0.01%
+27
91
$3K ﹤0.01%
+191
92
$3K ﹤0.01%
+17
93
$3K ﹤0.01%
+60
94
$3K ﹤0.01%
+35
95
$3K ﹤0.01%
+32
96
$3K ﹤0.01%
+22
97
$3K ﹤0.01%
+33
98
$2K ﹤0.01%
+14
99
$2K ﹤0.01%
+20
100
$2K ﹤0.01%
+31
2 3
4
5 6