CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$128K 0.16%
1,746
77
$128K 0.16%
950
78
$127K 0.16%
1,332
+2
79
$124K 0.16%
2,375
+11
80
$117K 0.15%
3,878
-10
81
$114K 0.14%
1,570
+3
82
$114K 0.14%
476
83
$109K 0.14%
257
84
$102K 0.13%
1,669
+4
85
$102K 0.13%
555
86
$101K 0.13%
2,360
87
$100K 0.13%
3,061
-180
88
$94K 0.12%
1,932
+10
89
$89.1K 0.11%
1,651
-245
90
$88.3K 0.11%
240
+1
91
$87.4K 0.11%
2,158
+283
92
$87.1K 0.11%
1,107
93
$77.5K 0.1%
546
94
$77.2K 0.1%
300
95
$77K 0.1%
250
96
$75.5K 0.1%
76
+21
97
$70.2K 0.09%
862
-16
98
$68.2K 0.09%
646
+7
99
$67K 0.08%
1,186
100
$66.7K 0.08%
1,805
+5
2 3
4
5 6