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
$49.3M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$218K
3
+$146K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$142K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$140K

Top Sells

1
+$339K
2
+$173K
3
+$98.3K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.3K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$73.5K

Sector Composition

1 Consumer Discretionary 3.2%
2 Technology 2.17%
3 Financials 1.48%
4 Healthcare 0.95%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29K 0.06%
100
77
$27K 0.05%
250
78
$27K 0.05%
125
79
$23K 0.05%
114
80
$22K 0.04%
300
81
$22K 0.04%
+165
82
$21K 0.04%
68
83
$20K 0.04%
658
84
$18K 0.04%
259
85
$16K 0.03%
470
-38
86
$15K 0.03%
140
87
$14K 0.03%
1,200
88
$10K 0.02%
523
+8
89
$9K 0.02%
18
90
$9K 0.02%
206
-15
91
$7K 0.01%
100
92
$6K 0.01%
50
93
$4K 0.01%
100
+1
94
$4K 0.01%
203
+2
95
$4K 0.01%
300
96
$4K 0.01%
53
+11
97
$3K 0.01%
33
98
$2K ﹤0.01%
11
99
$2K ﹤0.01%
188
+2
100
$2K ﹤0.01%
31
+1
2 3
4
5 6