CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
-1%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$61.7M
AUM Growth
+$61.7M
(+3.1%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
61.75%
Holding
153
New
2
Increased
45
Reduced
29
Closed
2
Top Buys
| 1 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.77M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$882K |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$420K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$367K |
| 5 |
Schwab US TIPS ETF
SCHP
|
$267K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$1.15M |
| 2 |
Graphic Packaging
GPK
|
$717K |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$587K |
| 4 |
GE Aerospace
GE
|
$217K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$193K |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Healthcare | 2.23% |
| 3 | Financials | 2.01% |
| 4 | Consumer Discretionary | 1.79% |
| 5 | Communication Services | 1.64% |
