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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.04%
125
77
$15K 0.03%
56
78
$14K 0.03%
304
-988
79
$14K 0.03%
144
80
$12K 0.03%
289
+5
81
$12K 0.03%
516
82
$11K 0.02%
171
-2
83
$10K 0.02%
+298
84
$10K 0.02%
160
85
$6K 0.01%
17
+7
86
$6K 0.01%
250
-724
87
$6K 0.01%
300
88
$6K 0.01%
43
89
$5K 0.01%
158
+1
90
$4K 0.01%
20
91
$4K 0.01%
195
+1
92
$4K 0.01%
35
93
$4K 0.01%
23
+14
94
$3K 0.01%
45
95
$3K 0.01%
196
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96
$3K 0.01%
12
97
$3K 0.01%
17
98
$3K 0.01%
35
99
$3K 0.01%
32
100
$3K 0.01%
46
2 3
4
5 6