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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.14%
1,330
+2
77
$100K 0.13%
3,241
-526
78
$97.7K 0.13%
1,896
+41
79
$97.1K 0.13%
2,360
80
$96.1K 0.13%
371
+40
81
$95.4K 0.13%
1,665
+52
82
$92.9K 0.12%
1,922
-33
83
$92.8K 0.12%
257
84
$89.6K 0.12%
476
85
$88.8K 0.12%
950
+40
86
$87.9K 0.12%
239
+1
87
$86.7K 0.12%
1,107
88
$80.5K 0.11%
555
89
$73.7K 0.1%
127
+6
90
$68.3K 0.09%
1,875
91
$67.9K 0.09%
340
92
$67.5K 0.09%
639
+7
93
$66.6K 0.09%
2,324
+216
94
$66.2K 0.09%
900
95
$65.6K 0.09%
878
96
$64.4K 0.09%
531
-20
97
$63.6K 0.08%
250
98
$60.6K 0.08%
2,391
99
$60.1K 0.08%
1,800
+31
100
$60K 0.08%
300
2 3
4
5 6