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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K 0.01%
109
102
$3K 0.01%
42
103
$2K ﹤0.01%
32
+1
104
$2K ﹤0.01%
14
105
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20
106
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31
107
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31
108
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11
109
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38
110
$2K ﹤0.01%
16
111
$2K ﹤0.01%
14
112
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69
113
$2K ﹤0.01%
6
114
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42
115
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30
116
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22
117
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18
118
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31
119
$2K ﹤0.01%
27
120
$2K ﹤0.01%
11
121
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14
122
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60
123
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43
124
$2K ﹤0.01%
121
125
$2K ﹤0.01%
24
3 4
5
6 7