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
$41.1M
AUM Growth
-$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$542K
3
+$532K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$252K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$193K

Top Sells

1
+$1.16M
2
+$330K
3
+$86.7K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$79.6K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$16K

Sector Composition

1 Consumer Discretionary 3.16%
2 Technology 1.59%
3 Financials 1.58%
4 Healthcare 1.06%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
3
102
$1K ﹤0.01%
90
103
$1K ﹤0.01%
24
+14
104
$1K ﹤0.01%
6
105
$1K ﹤0.01%
192
106
$1K ﹤0.01%
42
107
$0 ﹤0.01%
+6
108
$0 ﹤0.01%
1
109
$0 ﹤0.01%
14
110
$0 ﹤0.01%
10
111
$0 ﹤0.01%
3
112
$0 ﹤0.01%
+9
113
$0 ﹤0.01%
20
+15
114
$0 ﹤0.01%
4
115
$0 ﹤0.01%
12
116
$0 ﹤0.01%
1
117
$0 ﹤0.01%
1
118
$0 ﹤0.01%
1
119
$0 ﹤0.01%
11
120
$0 ﹤0.01%
3
121
– –
-33
122
$0 ﹤0.01%
18
123
$0 ﹤0.01%
7
124
$0 ﹤0.01%
19
125
$0 ﹤0.01%
9
1 2 3 4
5