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
$55.3M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$518K
3
+$501K
4
SLV icon
iShares Silver Trust
SLV
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$108K

Top Sells

1
+$745K
2
+$594K
3
+$581K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$316K
5
GPK icon
Graphic Packaging
GPK
+$268K

Sector Composition

1 Consumer Discretionary 3.09%
2 Technology 2.31%
3 Financials 1.62%
4 Healthcare 0.95%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.06%
250
77
$33K 0.06%
+480
78
$32K 0.06%
125
79
$32K 0.06%
635
+4
80
$31K 0.06%
68
81
$26K 0.05%
300
82
$26K 0.05%
834
+176
83
$26K 0.05%
+111
84
$25K 0.05%
165
85
$25K 0.05%
114
86
$24K 0.04%
+110
87
$23K 0.04%
+1,132
88
$21K 0.04%
1,200
89
$19K 0.03%
471
+1
90
$16K 0.03%
217
-42
91
$16K 0.03%
+153
92
$15K 0.03%
140
93
$14K 0.03%
88
-1,042
94
$13K 0.02%
26
+8
95
$11K 0.02%
529
+6
96
$9K 0.02%
176
-30
97
$9K 0.02%
50
98
$9K 0.02%
100
99
$6K 0.01%
300
100
$5K 0.01%
205
+2
2 3
4
5 6