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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$208K
3
+$129K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$114K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$83.9K

Top Sells

1
+$6.19M
2
+$3.84M
3
+$1.14M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$424K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$237K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.03%
692
+244
77
$18K 0.03%
300
+140
78
$18K 0.03%
144
79
$14K 0.02%
125
80
$11K 0.02%
+278
81
$10K 0.02%
133
+2
82
$9K 0.01%
160
83
$7K 0.01%
+300
84
$5K 0.01%
212
-4,032
85
$5K 0.01%
43
86
$4K 0.01%
20
87
$4K 0.01%
157
+1
88
$4K 0.01%
192
+1
89
$4K 0.01%
35
90
$3K ﹤0.01%
9
+1
91
$3K ﹤0.01%
27
92
$3K ﹤0.01%
193
+1
93
$3K ﹤0.01%
17
94
$3K ﹤0.01%
32
95
$3K ﹤0.01%
46
+24
96
$2K ﹤0.01%
71
97
$2K ﹤0.01%
24
98
$2K ﹤0.01%
7
99
$2K ﹤0.01%
22
100
$2K ﹤0.01%
109
2 3
4
5 6