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
$69.1M
AUM Growth
-$83.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$2.83M
3
+$2.73M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$381K

Top Sells

1
+$13.5M
2
+$13.3M
3
+$11.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$9.08M
5
IVE icon
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 Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
+31
102
$2K ﹤0.01%
+52
103
$2K ﹤0.01%
+31
104
$2K ﹤0.01%
+20
105
$2K ﹤0.01%
+38
106
$2K ﹤0.01%
+16
107
$2K ﹤0.01%
+28
108
$2K ﹤0.01%
+17
109
$2K ﹤0.01%
+69
110
$2K ﹤0.01%
+6
111
$2K ﹤0.01%
+45
112
$2K ﹤0.01%
+42
113
$2K ﹤0.01%
+30
114
$2K ﹤0.01%
+33
115
$2K ﹤0.01%
+12
116
$2K ﹤0.01%
+18
117
$2K ﹤0.01%
+31
118
$2K ﹤0.01%
+27
119
$2K ﹤0.01%
+11
120
$2K ﹤0.01%
+60
121
$2K ﹤0.01%
+28
122
$2K ﹤0.01%
+121
123
$2K ﹤0.01%
+71
124
$2K ﹤0.01%
+24
125
$2K ﹤0.01%
+7
3 4
5
6 7