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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$230K
3
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.7K

Top Sells

1
+$882K
2
+$255K
3
+$222K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$101K

Sector Composition

1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60K 0.09%
566
77
$59K 0.09%
405
78
$56K 0.09%
1,125
-104
79
$55K 0.08%
558
-13
80
$52K 0.08%
2,419
+31
81
$47K 0.07%
250
82
$46K 0.07%
125
83
$45K 0.07%
461
+6
84
$44K 0.07%
730
+200
85
$43K 0.07%
935
+6
86
$43K 0.07%
123
87
$42K 0.06%
800
88
$41K 0.06%
98
89
$41K 0.06%
2,182
90
$40K 0.06%
1,500
91
$34K 0.05%
425
-6
92
$32K 0.05%
1,179
+29
93
$31K 0.05%
55
+30
94
$30K 0.05%
140
95
$29K 0.04%
472
96
$28K 0.04%
482
97
$27K 0.04%
204
98
$26K 0.04%
577
+2
99
$25K 0.04%
165
100
$25K 0.04%
866
2 3
4
5 6