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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$884K
3
+$437K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$163K

Top Sells

1
+$1.12M
2
+$479K
3
+$420K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$350K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$320K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
18
102
$2K ﹤0.01%
17
103
$2K ﹤0.01%
31
104
$2K ﹤0.01%
27
105
$2K ﹤0.01%
11
106
$2K ﹤0.01%
14
107
$2K ﹤0.01%
60
108
$2K ﹤0.01%
28
109
$2K ﹤0.01%
121
110
$2K ﹤0.01%
35
111
$2K ﹤0.01%
71
112
$2K ﹤0.01%
32
113
$2K ﹤0.01%
24
114
$2K ﹤0.01%
7
115
$2K ﹤0.01%
22
116
$2K ﹤0.01%
22
-24
117
$2K ﹤0.01%
109
118
$2K ﹤0.01%
192
119
$2K ﹤0.01%
42
120
$2K ﹤0.01%
69
121
$2K ﹤0.01%
60
122
$1K ﹤0.01%
16
123
$1K ﹤0.01%
7
124
$1K ﹤0.01%
10
125
$1K ﹤0.01%
6
3 4
5
6 7