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
$45.2M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$183K
3
+$180K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$160K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$99.5K

Top Sells

1
+$132K
2
+$113K
3
+$89.9K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$60.5K

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 4.34%
3 Healthcare 3.54%
4 Consumer Staples 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55K 0.12%
1,755
77
$53K 0.12%
460
78
$50K 0.11%
555
79
$42K 0.09%
486
+4
80
$41K 0.09%
1,202
+23
81
$39K 0.09%
2,084
+21
82
$38K 0.08%
250
83
$38K 0.08%
125
84
$35K 0.08%
1,648
-534
85
$32K 0.07%
408
86
$30K 0.07%
800
87
$29K 0.06%
219
88
$28K 0.06%
123
89
$28K 0.06%
397
-8
90
$27K 0.06%
98
91
$25K 0.06%
166
+2
92
$22K 0.05%
197
93
$22K 0.05%
113
94
$20K 0.04%
55
95
$19K 0.04%
482
96
$16K 0.04%
116
97
$14K 0.03%
217
98
$14K 0.03%
197
99
$13K 0.03%
346
+2
100
$13K 0.03%
730
2 3
4
5 6