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

Top Buys

1
+$2.55M
2
+$208K
3
+$129K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$114K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$83.9K

Top Sells

1
+$6.19M
2
+$3.84M
3
+$1.14M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$424K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$237K

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%
109
102
$2K ﹤0.01%
14
103
$2K ﹤0.01%
20
104
$2K ﹤0.01%
31
105
$2K ﹤0.01%
31
106
$2K ﹤0.01%
11
107
$2K ﹤0.01%
38
108
$2K ﹤0.01%
16
109
$2K ﹤0.01%
14
+3
110
$2K ﹤0.01%
69
111
$2K ﹤0.01%
6
112
$2K ﹤0.01%
45
113
$2K ﹤0.01%
42
114
$2K ﹤0.01%
30
115
$2K ﹤0.01%
22
116
$2K ﹤0.01%
12
117
$2K ﹤0.01%
18
118
$2K ﹤0.01%
31
119
$2K ﹤0.01%
27
120
$2K ﹤0.01%
11
121
$2K ﹤0.01%
14
122
$2K ﹤0.01%
28
123
$2K ﹤0.01%
60
124
$2K ﹤0.01%
17
125
$2K ﹤0.01%
121
3 4
5
6 7