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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$582K
3
+$543K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$268K
5
MSFT icon
Microsoft
MSFT
+$242K

Top Sells

1
+$456K
2
+$257K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K

Sector Composition

1 Consumer Discretionary 10.71%
2 Technology 6.36%
3 Healthcare 3.53%
4 Financials 2.02%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49K 0.1%
1,755
77
$48K 0.1%
+600
78
$47K 0.1%
460
79
$45K 0.09%
555
80
$45K 0.09%
474
-1,466
81
$43K 0.09%
+662
82
$41K 0.09%
250
83
$40K 0.08%
1,043
+561
84
$40K 0.08%
1,274
-6,804
85
$39K 0.08%
+1,500
86
$38K 0.08%
125
87
$37K 0.08%
138
+15
88
$36K 0.08%
+500
89
$32K 0.07%
98
90
$31K 0.07%
+960
91
$29K 0.06%
+360
92
$28K 0.06%
219
93
$27K 0.06%
+150
94
$27K 0.06%
+1,000
95
$26K 0.05%
393
-4
96
$25K 0.05%
400
-8
97
$25K 0.05%
1,648
98
$25K 0.05%
800
99
$24K 0.05%
245
-4,655
100
$24K 0.05%
+432
2 3
4
5 6