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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$87.2K
3
+$83.9K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$35.8K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$35.5K

Top Sells

1
+$3.51M
2
+$2.03M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63K 0.12%
591
-38
77
$62K 0.12%
1,368
+791
78
$61K 0.12%
460
-1,670
79
$60K 0.12%
566
80
$47K 0.09%
2,063
-356
81
$45K 0.09%
408
+3
82
$44K 0.09%
123
83
$43K 0.08%
1,179
84
$42K 0.08%
125
85
$41K 0.08%
250
86
$40K 0.08%
482
+10
87
$39K 0.08%
2,182
88
$38K 0.07%
1,500
89
$36K 0.07%
800
90
$35K 0.07%
+219
91
$34K 0.07%
98
92
$31K 0.06%
405
-20
93
$27K 0.05%
482
94
$27K 0.05%
730
95
$27K 0.05%
+197
96
$27K 0.05%
+164
97
$25K 0.05%
55
98
$25K 0.05%
165
99
$25K 0.05%
204
100
$25K 0.05%
113
2 3
4
5 6