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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$96.3K 0.13%
3,623
+1,749
77
$94.7K 0.12%
1,721
+34
78
$93.7K 0.12%
257
79
$91.9K 0.12%
570
80
$90.1K 0.12%
444
-43
81
$84.9K 0.11%
1,107
82
$81.6K 0.11%
236
+1
83
$79.9K 0.1%
404
-18
84
$76.9K 0.1%
250
85
$75.9K 0.1%
900
86
$74.4K 0.1%
125
87
$70.2K 0.09%
433
-4
88
$66.9K 0.09%
2,391
89
$66.2K 0.09%
877
90
$65.1K 0.08%
617
+8
91
$63.7K 0.08%
586
-64
92
$60.8K 0.08%
120
+24
93
$60.2K 0.08%
890
94
$58.2K 0.08%
915
-36
95
$56.6K 0.07%
1,755
+4
96
$55.8K 0.07%
1,186
97
$51.3K 0.07%
311
+3
98
$48.7K 0.06%
1,481
99
$48K 0.06%
1,348
100
$47.7K 0.06%
300
-76
2 3
4
5 6