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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$210K
3
+$134K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$113K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$87.3K

Top Sells

1
+$6.36M
2
+$3.86M
3
+$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
38
102
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16
103
$2K ﹤0.01%
14
+3
104
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69
105
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6
106
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45
107
$2K ﹤0.01%
42
108
$2K ﹤0.01%
30
109
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22
110
$2K ﹤0.01%
12
111
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18
112
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31
113
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27
114
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11
115
$2K ﹤0.01%
14
116
$2K ﹤0.01%
28
117
$2K ﹤0.01%
60
118
$2K ﹤0.01%
17
119
$2K ﹤0.01%
121
120
$2K ﹤0.01%
35
121
$2K ﹤0.01%
71
122
$2K ﹤0.01%
24
123
$2K ﹤0.01%
7
124
$2K ﹤0.01%
22
125
$2K ﹤0.01%
109
3 4
5
6 7