CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$46.6M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$129K
3
+$125K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$114K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$107K

Top Sells

1
+$914K
2
+$264K
3
+$250K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$241K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$170K

Sector Composition

1 Consumer Discretionary 3.31%
2 Technology 1.73%
3 Financials 1.51%
4 Healthcare 1.09%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
11
+1
102
$2K ﹤0.01%
186
+2
103
$2K ﹤0.01%
30
104
$2K ﹤0.01%
27
105
$1K ﹤0.01%
30
106
$1K ﹤0.01%
26
+2
107
$1K ﹤0.01%
192
108
$1K ﹤0.01%
42
109
– –
-12
110
– –
-1
111
$0 ﹤0.01%
6
112
$0 ﹤0.01%
1
113
– –
0
114
$0 ﹤0.01%
+10
115
– –
0
116
$0 ﹤0.01%
14
117
$0 ﹤0.01%
11
+1
118
$0 ﹤0.01%
3
119
– –
-254
120
– –
-90
121
– –
-9
122
$0 ﹤0.01%
20
123
– –
-4
124
– –
-1
125
– –
-1
2 3 4
5
6