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
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$202K
2
+$174K
3
+$126K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$115K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$110K

Top Sells

1
+$262K
2
+$252K
3
+$205K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$144K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$139K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$25K 0.05%
845
77
$21K 0.04%
+100
78
$21K 0.04%
599
-3,971
79
$21K 0.04%
114
+91
80
$20K 0.04%
300
-20
81
$20K 0.04%
692
82
$17K 0.04%
250
-49
83
$15K 0.03%
296
-8
84
$14K 0.03%
140
-4
85
$13K 0.03%
+50
86
$12K 0.02%
+500
87
$12K 0.02%
289
88
$12K 0.02%
516
89
$7K 0.01%
50
+36
90
$7K 0.01%
100
-60
91
$7K 0.01%
254
+4
92
$6K 0.01%
300
93
$5K 0.01%
158
94
$4K 0.01%
197
+2
95
$3K 0.01%
182
-14
96
$3K 0.01%
30
97
$3K 0.01%
33
+1
98
$3K 0.01%
10
-7
99
$3K 0.01%
42
100
$2K ﹤0.01%
+27
2 3
4
5 6