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
$41.1M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$542K
3
+$532K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$252K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$193K

Top Sells

1
+$1.16M
2
+$330K
3
+$86.7K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$79.6K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16K

Sector Composition

1 Consumer Discretionary 3.16%
2 Technology 1.59%
3 Financials 1.58%
4 Healthcare 1.06%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.05%
100
77
$19K 0.05%
508
+1
78
$18K 0.04%
114
79
$17K 0.04%
250
80
$17K 0.04%
300
81
$16K 0.04%
125
+98
82
$14K 0.03%
68
+18
83
$12K 0.03%
288
-337
84
$11K 0.03%
296
85
$11K 0.03%
1,200
-300
86
$11K 0.03%
140
87
$10K 0.02%
276
-13
88
$10K 0.02%
516
89
$7K 0.02%
504
+4
90
$6K 0.01%
100
91
$5K 0.01%
50
92
$5K 0.01%
254
93
$4K 0.01%
300
94
$3K 0.01%
99
-59
95
$3K 0.01%
199
+2
96
$2K ﹤0.01%
33
97
$2K ﹤0.01%
10
98
$2K ﹤0.01%
184
+2
99
$2K ﹤0.01%
30
100
$2K ﹤0.01%
27
1 2 3
4
5