CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$525K
3
+$313K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$309K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$268K

Top Sells

1
+$650K
2
+$630K
3
+$500K
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$419K

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$90.3K 0.12%
235
77
$87K 0.12%
191
+96
78
$86.7K 0.12%
1,101
+67
79
$86.6K 0.12%
2,062
-12
80
$86.6K 0.12%
257
81
$84.9K 0.11%
1,107
82
$82K 0.11%
363
83
$78.9K 0.11%
437
+30
84
$77.8K 0.1%
250
85
$75.9K 0.1%
570
-140
86
$74.2K 0.1%
422
+141
87
$73.8K 0.1%
900
88
$71.7K 0.1%
650
-36
89
$71.4K 0.1%
125
-15
90
$66.3K 0.09%
2,391
91
$65.1K 0.09%
877
92
$64.3K 0.09%
609
+8
93
$58.2K 0.08%
951
-2
94
$54.8K 0.07%
1,186
95
$54.6K 0.07%
+1,751
96
$54.2K 0.07%
89
+2
97
$53.9K 0.07%
308
-1
98
$52.7K 0.07%
376
99
$52.3K 0.07%
600
100
$50.1K 0.07%
1,945
-251
2 3
4
5 6