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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$72.4K 0.13%
2,070
-43
77
$70.1K 0.12%
1,825
78
$68.4K 0.12%
+257
79
$68.3K 0.12%
1,442
+363
80
$65.7K 0.11%
664
-10
81
$62.7K 0.11%
593
+7
82
$62.5K 0.11%
900
83
$58.6K 0.1%
250
84
$57.8K 0.1%
1,791
85
$57.4K 0.1%
125
86
$57.3K 0.1%
363
+60
87
$56K 0.1%
224
+5
88
$52K 0.09%
928
+246
89
$48.5K 0.08%
877
90
$48.3K 0.08%
160
91
$47.7K 0.08%
2,196
92
$47K 0.08%
600
93
$43.4K 0.08%
1,315
+240
94
$41.6K 0.07%
405
95
$40.8K 0.07%
460
96
$38.7K 0.07%
76
-11
97
$36.4K 0.06%
158
-2
98
$35.6K 0.06%
1,750
-91
99
$33.5K 0.06%
380
+4
100
$32.6K 0.06%
64
+1
2 3
4
5 6