CIR
Clear Investment Research Portfolio holdings
AUM $74.9M
This Quarter Return
-1.6%
1 Year Return
+3.57%
3 Year Return
+15.94%
5 Year Return
+80.18%
10 Year Return
+73.54%
AUM
$74.9M
AUM Growth
-$2.82M (-4%)
Cap. Flow
+$647K
Cap. Flow % of AUM
0.86%
Top 10 Holdings %Top 10 Hldgs %
54.29%
Holding
233
New
4
Increased
64
Reduced
51
Closed
3
Top Buys
| 1 | $279K | |
| 2 | $220K | |
| 3 | $137K | |
| 4 | $105K | |
| 5 | $82.5K |
Top Sells
| 1 | $194K | |
| 2 | $156K | |
| 3 | $68.1K | |
| 4 | $41K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $56.1K | 0.07% | 546 +7 | +1% | +$719 | |||
| $55.9K | 0.07% | 1,186 | – | – | |||
| $55.8K | 0.07% | 33 -92 | -74% | -$156K | |||
| $53.9K | 0.07% | 600 | – | – | |||
| $53.6K | 0.07% | 125 | – | – | |||
| $53.1K | 0.07% | 253 | – | – | |||
| $52.2K | 0.07% | 55 | – | – | |||
| $51.5K | 0.07% | 1,504 +18 | +1% | +$617 | |||
| $50.6K | 0.07% | 144 -5 | -3% | -$1.76K | |||
| $48.4K | 0.06% | 1,348 | – | – | |||
| $46.8K | 0.06% | 312 -2 | -0.6% | -$300 | |||
| $46.6K | 0.06% | 1,648 | – | – | |||
| $45.9K | 0.06% | 274 -12 | -4% | -$2.01K | |||
| $43K | 0.06% | 82 | – | – | |||
| $41.2K | 0.06% | 439 +2 | +0.5% | +$187 | |||
| $41.1K | 0.05% | 294 | – | – | |||
| $39K | 0.05% | 132 | – | – | |||
| $38.3K | 0.05% | 245 | – | – | |||
| $37.5K | 0.05% | 700 | – | – | |||
| $37.1K | 0.05% | 547 +5 | +0.9% | +$339 | |||
| $37K | 0.05% | 105 | – | – | |||
| $36.8K | 0.05% | 933 | – | – | |||
| $34.5K | 0.05% | 128 | – | – | |||
| $34.2K | 0.05% | 139 | – | – | |||
| $33.5K | 0.04% | 107 | – | – |
