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
$46.6M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$131K
3
+$131K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$116K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$114K

Top Sells

1
+$924K
2
+$278K
3
+$264K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$244K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$179K

Sector Composition

1 Consumer Discretionary 3.31%
2 Technology 1.73%
3 Financials 1.51%
4 Healthcare 1.09%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23K 0.05%
859
+30
77
$23K 0.05%
508
78
$22K 0.05%
100
79
$22K 0.05%
114
80
$21K 0.05%
300
81
$21K 0.05%
765
-1,380
82
$21K 0.05%
68
83
$20K 0.04%
658
-24
84
$18K 0.04%
192
-1,047
85
$17K 0.04%
259
-109
86
$15K 0.03%
520
-1,900
87
$14K 0.03%
140
88
$13K 0.03%
1,200
89
$11K 0.02%
283
+7
90
$11K 0.02%
516
91
$10K 0.02%
221
-75
92
$8K 0.02%
+18
93
$8K 0.02%
515
+11
94
$7K 0.02%
100
95
$7K 0.02%
410
-3,241
96
$6K 0.01%
50
97
$4K 0.01%
99
98
$4K 0.01%
201
+2
99
$4K 0.01%
300
100
$2K ﹤0.01%
33
2 3
4
5 6