CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+13.94%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$55.3M
AUM Growth
+$55.3M
(+12%)
Cap. Flow
+$1.07M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
65.86%
Holding
128
New
9
Increased
40
Reduced
28
Closed
–
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$883K |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$573K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$518K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$501K |
| 5 |
iShares Silver Trust
SLV
|
$185K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 3.09% |
| 2 | Technology | 2.31% |
| 3 | Financials | 1.62% |
| 4 | Healthcare | 0.95% |
| 5 | Industrials | 0.25% |
