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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$148K
3
+$126K
4
BAC icon
Bank of America
BAC
+$120K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$85.3K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$877K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$723K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.03%
387
+375
77
$19K 0.03%
692
78
$17K 0.03%
320
+20
79
$17K 0.03%
144
80
$16K 0.03%
+183
81
$16K 0.03%
125
82
$12K 0.02%
516
-3,052
83
$11K 0.02%
284
+6
84
$11K 0.02%
+173
85
$9K 0.01%
160
86
$6K 0.01%
300
87
$6K 0.01%
43
88
$4K 0.01%
10
+1
89
$4K 0.01%
20
90
$4K 0.01%
157
91
$4K 0.01%
194
+2
92
$4K 0.01%
35
93
$3K ﹤0.01%
27
94
$3K ﹤0.01%
45
95
$3K ﹤0.01%
195
+2
96
$3K ﹤0.01%
17
97
$3K ﹤0.01%
11
98
$3K ﹤0.01%
32
99
$3K ﹤0.01%
46
100
$3K ﹤0.01%
42
2 3
4
5 6