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
$61.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$882K
3
+$420K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$367K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$267K

Top Sells

1
+$1.15M
2
+$717K
3
+$587K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$193K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95K

Sector Composition

1 Technology 4.59%
2 Healthcare 2.23%
3 Financials 2.01%
4 Consumer Discretionary 1.79%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.1%
632
+3
77
$60K 0.1%
566
78
$57K 0.09%
571
+238
79
$49K 0.08%
98
80
$49K 0.08%
2,388
-1,960
81
$45K 0.07%
2,182
82
$42K 0.07%
405
83
$42K 0.07%
455
84
$41K 0.07%
929
+5
85
$41K 0.07%
1,500
86
$38K 0.06%
250
87
$38K 0.06%
800
88
$37K 0.06%
125
89
$32K 0.05%
530
90
$32K 0.05%
123
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91
$32K 0.05%
431
-14
92
$31K 0.05%
482
93
$31K 0.05%
1,150
94
$28K 0.05%
472
+1
95
$27K 0.04%
165
96
$27K 0.04%
204
97
$26K 0.04%
575
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98
$25K 0.04%
113
-1
99
$24K 0.04%
1,000
100
$22K 0.04%
866
+1
2 3
4
5 6