CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
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
+$793K
2
+$578K
3
+$398K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$207K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$153K

Top Sells

1
+$1.11M
2
+$481K
3
+$426K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$339K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$325K

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%
12
102
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103
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17
104
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31
105
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27
106
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11
107
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14
108
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6
109
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28
110
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60
111
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121
112
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35
113
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71
114
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32
115
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24
116
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7
117
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22
118
$2K ﹤0.01%
22
-24
119
$2K ﹤0.01%
109
120
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192
121
$2K ﹤0.01%
42
122
$1K ﹤0.01%
6
123
$1K ﹤0.01%
3
124
$1K ﹤0.01%
193
125
$1K ﹤0.01%
7
3 4
5
6 7