CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.3M
AUM Growth
-$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$108K
3
+$103K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.9K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40K

Top Sells

1
+$392K
2
+$355K
3
+$331K
4
GPK icon
Graphic Packaging
GPK
+$309K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$301K

Sector Composition

1 Consumer Discretionary 2.68%
2 Technology 2.13%
3 Financials 2%
4 Healthcare 1.05%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.06%
250
77
$32K 0.06%
404
+4
78
$31K 0.06%
300
79
$31K 0.06%
125
80
$31K 0.06%
453
-27
81
$28K 0.05%
1,132
82
$28K 0.05%
126
+15
83
$27K 0.05%
203
-217
84
$26K 0.05%
471
85
$26K 0.05%
834
86
$25K 0.05%
165
87
$25K 0.05%
1,000
-200
88
$24K 0.04%
110
89
$24K 0.04%
114
90
$22K 0.04%
338
-297
91
$22K 0.04%
+865
92
$21K 0.04%
+371
93
$20K 0.04%
+472
94
$20K 0.04%
+235
95
$18K 0.03%
197
+44
96
$17K 0.03%
140
97
$16K 0.03%
217
98
$16K 0.03%
+50
99
$14K 0.03%
87
-1
100
$12K 0.02%
26
2 3
4
5 6