CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.3M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$218K
3
+$146K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$142K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$140K

Top Sells

1
+$339K
2
+$173K
3
+$98.3K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.3K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$73.5K

Sector Composition

1 Consumer Discretionary 3.2%
2 Technology 2.17%
3 Financials 1.48%
4 Healthcare 0.95%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
31
+1
102
$2K ﹤0.01%
30
103
$2K ﹤0.01%
27
104
$1K ﹤0.01%
20
105
$1K ﹤0.01%
26
106
$1K ﹤0.01%
192
107
– –
-2,371
108
$0 ﹤0.01%
11
109
$0 ﹤0.01%
3
110
– –
-283
111
$0 ﹤0.01%
5
-187
112
– –
-765
113
– –
-520
114
– –
-788
115
$0 ﹤0.01%
18
116
$0 ﹤0.01%
7
117
$0 ﹤0.01%
19
118
$0 ﹤0.01%
9
119
$0 ﹤0.01%
1
120
– –
0
121
$0 ﹤0.01%
10
122
– –
0
123
$0 ﹤0.01%
14
124
$0 ﹤0.01%
6
-853
125
– –
-516
2 3 4
5
6