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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62.1K 0.11%
1,842
+87
77
$61.2K 0.11%
580
+6
78
$53.8K 0.09%
589
-223
79
$52.5K 0.09%
250
80
$50.7K 0.09%
158
+66
81
$49.7K 0.09%
+1,747
82
$48.9K 0.09%
460
83
$48.4K 0.08%
600
84
$48.3K 0.08%
125
85
$47.9K 0.08%
1,405
86
$47.6K 0.08%
877
+1
87
$46K 0.08%
693
+31
88
$39.5K 0.07%
1,784
-44
89
$39.2K 0.07%
400
90
$37.9K 0.07%
180
91
$37.3K 0.07%
601
+169
92
$36K 0.06%
76
+52
93
$35.7K 0.06%
172
+22
94
$35.5K 0.06%
968
95
$34.7K 0.06%
500
96
$34.2K 0.06%
+715
97
$31.8K 0.06%
220
+1
98
$31.7K 0.06%
1,648
99
$29.8K 0.05%
98
100
$28.7K 0.05%
376
-106
2 3
4
5 6