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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$71.7K 0.12%
1,825
77
$67.9K 0.11%
674
+31
78
$63.9K 0.11%
1,723
+1,290
79
$61.9K 0.1%
586
+6
80
$60.5K 0.1%
1,791
-51
81
$58.6K 0.1%
250
82
$57.3K 0.1%
219
+47
83
$55.9K 0.09%
879
+186
84
$54.4K 0.09%
125
85
$53.6K 0.09%
1,079
+364
86
$52.9K 0.09%
600
87
$51.6K 0.09%
+2,196
88
$51.2K 0.09%
303
+129
89
$49.7K 0.08%
160
-393
90
$48K 0.08%
877
91
$47.4K 0.08%
460
92
$47K 0.08%
1,568
-179
93
$46.1K 0.08%
405
+5
94
$42K 0.07%
87
+11
95
$41.5K 0.07%
1,075
+107
96
$41.1K 0.07%
682
+81
97
$38.5K 0.06%
1,841
+57
98
$38K 0.06%
160
+51
99
$37.5K 0.06%
895
-510
100
$35K 0.06%
294
-6
2 3
4
5 6