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
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$578K
3
+$398K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$153K

Top Sells

1
+$1.11M
2
+$481K
3
+$426K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$339K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$325K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.02%
144
77
$11K 0.02%
125
78
$8K 0.01%
131
-4
79
$8K 0.01%
160
80
$8K 0.01%
160
81
$4K 0.01%
20
82
$4K 0.01%
191
+1
83
$4K 0.01%
43
84
$3K ﹤0.01%
8
85
$3K ﹤0.01%
156
+1
86
$3K ﹤0.01%
27
87
$3K ﹤0.01%
192
+1
88
$3K ﹤0.01%
35
89
$2K ﹤0.01%
20
90
$2K ﹤0.01%
31
91
$2K ﹤0.01%
31
92
$2K ﹤0.01%
11
+8
93
$2K ﹤0.01%
38
94
$2K ﹤0.01%
16
95
$2K ﹤0.01%
69
96
$2K ﹤0.01%
6
97
$2K ﹤0.01%
45
98
$2K ﹤0.01%
42
99
$2K ﹤0.01%
30
100
$2K ﹤0.01%
22
-11
2 3
4
5 6