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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$103K 0.13%
1,855
-66
77
$103K 0.13%
257
78
$103K 0.13%
476
79
$102K 0.13%
2,360
-121
80
$99.2K 0.13%
3,767
+303
81
$96.4K 0.12%
1,613
-50
82
$93.4K 0.12%
1,955
+8
83
$93.2K 0.12%
+1,232
84
$92.9K 0.12%
238
+1
85
$90.3K 0.12%
555
86
$85.5K 0.11%
1,107
87
$83.4K 0.11%
2,108
+958
88
$81.3K 0.1%
910
89
$77.2K 0.1%
900
90
$75.1K 0.1%
340
+27
91
$75.1K 0.1%
250
92
$71.3K 0.09%
121
+3
93
$70.9K 0.09%
878
+1
94
$66.8K 0.09%
632
+7
95
$65.1K 0.08%
539
+61
96
$64K 0.08%
1,875
+642
97
$63.4K 0.08%
2,391
98
$61.9K 0.08%
551
+14
99
$61.9K 0.08%
1,769
+10
100
$60.7K 0.08%
125
2 3
4
5 6