CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
+1.93%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$69.1M
AUM Growth
+$69.1M
(-55%)
Cap. Flow
-$87.7M
Cap. Flow
% of AUM
-126.91%
Top 10 Holdings %
Top 10 Hldgs %
73.06%
Holding
458
New
398
Increased
21
Reduced
36
Closed
1
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$7.98M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.83M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.73M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.23M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$381K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$13.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.9M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$9.08M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$8.41M |
Sector Composition
| 1 | Financials | 0.81% |
| 2 | Healthcare | 0.55% |
| 3 | Technology | 0.52% |
| 4 | Industrials | 0.26% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
BP
BP
$90.8B
| $2K | ﹤0.01% | +50 | New | +$2K |
|
102
Citigroup
C
$178B
| $2K | ﹤0.01% | +31 | New | +$2K |
|
103
ConocoPhillips
COP
$124B
| $2K | ﹤0.01% | +20 | New | +$2K |
|
104
Cisco
CSCO
$274B
| $2K | ﹤0.01% | +38 | New | +$2K |
|
105
Chevron
CVX
$324B
| $2K | ﹤0.01% | +16 | New | +$2K |
|
106
DuPont de Nemours
DD
$32.2B
| $2K | ﹤0.01% | +24 | New | +$2K |
|
107
DXC Technology
DXC
$2.59B
| $2K | ﹤0.01% | +17 | New | +$2K |
|
108
Corning
GLW
$57.4B
| $2K | ﹤0.01% | +69 | New | +$2K |
|
109
W.W. Grainger
GWW
$48.5B
| $2K | ﹤0.01% | +6 | New | +$2K |
|
110
Hartford Financial Services
HIG
$37.2B
| $2K | ﹤0.01% | +45 | New | +$2K |
|
111
Coca-Cola
KO
$297B
| $2K | ﹤0.01% | +42 | New | +$2K |
|
112
Lamb Weston
LW
$8.02B
| $2K | ﹤0.01% | +30 | New | +$2K |
|
113
LyondellBasell Industries
LYB
$18.1B
| $2K | ﹤0.01% | +33 | New | +$2K |
|
114
McDonald's
MCD
$224B
| $2K | ﹤0.01% | +12 | New | +$2K |
|
115
Medtronic
MDT
$119B
| $2K | ﹤0.01% | +18 | New | +$2K |
|
116
Marathon Petroleum
MPC
$54.6B
| $2K | ﹤0.01% | +31 | New | +$2K |
|
117
Merck
MRK
$210B
| $2K | ﹤0.01% | +26 | New | +$2K |
|
118
MSCI
MSCI
$43.9B
| $2K | ﹤0.01% | +11 | New | +$2K |
|
119
Motorola Solutions
MSI
$78.7B
| $2K | ﹤0.01% | +14 | New | +$2K |
|
120
Netflix
NFLX
$513B
| $2K | ﹤0.01% | +6 | New | +$2K |
|
121
NetApp
NTAP
$22.6B
| $2K | ﹤0.01% | +28 | New | +$2K |
|
122
Regions Financial
RF
$24.4B
| $2K | ﹤0.01% | +121 | New | +$2K |
|
123
AT&T
T
$209B
| $2K | ﹤0.01% | +54 | New | +$2K |
|
124
United Airlines
UAL
$34B
| $2K | ﹤0.01% | +24 | New | +$2K |
|
125
UnitedHealth
UNH
$281B
| $2K | ﹤0.01% | +7 | New | +$2K |
|