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
$59.9M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$601K
3
+$517K
4
MSFT icon
Microsoft
MSFT
+$271K
5
JNJ icon
Johnson & Johnson
JNJ
+$264K

Top Sells

1
+$2.6M
2
+$154K
3
+$85.7K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$82.9K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$67.4K

Sector Composition

1 Technology 4.63%
2 Consumer Discretionary 3.05%
3 Healthcare 2.29%
4 Financials 2.02%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.1%
566
77
$53K 0.09%
1,710
+876
78
$47K 0.08%
2,182
79
$45K 0.08%
197
80
$42K 0.07%
+800
81
$41K 0.07%
1,500
82
$41K 0.07%
455
+220
83
$40K 0.07%
924
+452
84
$39K 0.07%
405
+1
85
$36K 0.06%
98
86
$34K 0.06%
250
87
$34K 0.06%
125
88
$33K 0.06%
333
-50
89
$33K 0.06%
445
-8
90
$32K 0.05%
+482
91
$31K 0.05%
1,150
+18
92
$30K 0.05%
471
93
$29K 0.05%
126
94
$28K 0.05%
530
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95
$27K 0.05%
165
96
$27K 0.05%
204
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97
$27K 0.05%
114
98
$25K 0.04%
1,000
99
$24K 0.04%
+510
100
$22K 0.04%
110
2 3
4
5 6