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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$57K 0.11%
1,405
-1
77
$55K 0.11%
1,755
78
$54K 0.1%
555
79
$49K 0.09%
995
-156
80
$47K 0.09%
600
81
$46K 0.09%
460
82
$46K 0.09%
662
83
$44K 0.09%
+180
84
$40K 0.08%
250
85
$40K 0.08%
+1,828
86
$40K 0.08%
125
87
$36K 0.07%
500
88
$33K 0.06%
968
+8
89
$31K 0.06%
219
90
$30K 0.06%
98
91
$30K 0.06%
1,648
92
$30K 0.06%
800
93
$27K 0.05%
432
94
$27K 0.05%
371
-22
95
$27K 0.05%
175
+4
96
$26K 0.05%
400
97
$25K 0.05%
482
-561
98
$25K 0.05%
+300
99
$25K 0.05%
+137
100
$24K 0.05%
92
+1
2 3
4
5 6