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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96.6K 0.14%
1,541
+1
77
$94.4K 0.13%
470
78
$94.2K 0.13%
2,403
79
$91.6K 0.13%
2,481
-196
80
$88.4K 0.12%
+518
81
$87.2K 0.12%
+367
82
$86.7K 0.12%
+3,766
83
$85.3K 0.12%
1,107
-787
84
$81.4K 0.11%
235
+75
85
$80.9K 0.11%
2,074
+4
86
$79.5K 0.11%
1,924
-106
87
$79.3K 0.11%
710
+650
88
$77.9K 0.11%
257
89
$72.8K 0.1%
1,382
-60
90
$72.1K 0.1%
140
+15
91
$70.5K 0.1%
900
92
$70K 0.1%
686
+22
93
$69.8K 0.1%
281
+57
94
$69.7K 0.1%
363
95
$68.9K 0.1%
1,034
96
$68.8K 0.1%
2,391
97
$68.1K 0.1%
250
98
$66.4K 0.09%
+1,020
99
$63.6K 0.09%
601
+8
100
$60K 0.08%
407
+2
2 3
4
5 6