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

Top Buys

1
+$7.97M
2
+$2.86M
3
+$2.79M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.24M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$368K

Top Sells

1
+$13.3M
2
+$13.3M
3
+$12M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.81M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$8.33M

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%
+20
102
$2K ﹤0.01%
+38
103
$2K ﹤0.01%
+16
104
$2K ﹤0.01%
+28
105
$2K ﹤0.01%
+17
106
$2K ﹤0.01%
+69
107
$2K ﹤0.01%
+6
108
$2K ﹤0.01%
+45
109
$2K ﹤0.01%
+42
110
$2K ﹤0.01%
+30
111
$2K ﹤0.01%
+33
112
$2K ﹤0.01%
+12
113
$2K ﹤0.01%
+18
114
$2K ﹤0.01%
+31
115
$2K ﹤0.01%
+27
116
$2K ﹤0.01%
+11
117
$2K ﹤0.01%
+14
118
$2K ﹤0.01%
+60
119
$2K ﹤0.01%
+28
120
$2K ﹤0.01%
+121
121
$2K ﹤0.01%
+24
122
$2K ﹤0.01%
+7
123
$2K ﹤0.01%
+29
124
$2K ﹤0.01%
+34
125
$2K ﹤0.01%
+46
3 4
5
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