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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.14%
1,921
-314
77
$106K 0.14%
2,481
78
$103K 0.13%
598
+28
79
$100K 0.13%
1,663
-58
80
$98.4K 0.13%
3,464
-159
81
$96.5K 0.13%
257
82
$96.4K 0.13%
237
+1
83
$95.5K 0.12%
365
-39
84
$94.8K 0.12%
1,947
-295
85
$93K 0.12%
900
86
$87.1K 0.11%
1,107
87
$78.4K 0.1%
478
+45
88
$73.5K 0.1%
877
89
$69.3K 0.09%
313
-131
90
$69.2K 0.09%
2,391
91
$68K 0.09%
118
-2
92
$67.8K 0.09%
250
93
$66.1K 0.09%
625
+8
94
$64.7K 0.08%
910
+20
95
$63.7K 0.08%
886
-29
96
$63.3K 0.08%
125
97
$63.1K 0.08%
537
-49
98
$60.3K 0.08%
1,759
+4
99
$57.4K 0.07%
1,186
100
$56.6K 0.07%
300
2 3
4
5 6