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
$55.3M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$573K
2
+$518K
3
+$501K
4
SLV icon
iShares Silver Trust
SLV
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$108K

Top Sells

1
+$745K
2
+$594K
3
+$581K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$316K
5
GPK icon
Graphic Packaging
GPK
+$268K

Sector Composition

1 Consumer Discretionary 3.09%
2 Technology 2.31%
3 Financials 1.62%
4 Healthcare 0.95%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5K 0.01%
+50
102
$4K 0.01%
101
+1
103
$3K 0.01%
33
104
$3K 0.01%
27
105
$3K 0.01%
7
+4
106
$2K ﹤0.01%
11
107
$2K ﹤0.01%
191
+3
108
$2K ﹤0.01%
31
109
$2K ﹤0.01%
3
110
$2K ﹤0.01%
192
111
$2K ﹤0.01%
42
-11
112
$1K ﹤0.01%
20
113
$1K ﹤0.01%
+10
114
$1K ﹤0.01%
10
-16
115
$0 ﹤0.01%
1
116
– –
0
117
$0 ﹤0.01%
10
118
– –
0
119
$0 ﹤0.01%
14
120
$0 ﹤0.01%
11
121
$0 ﹤0.01%
3
122
$0 ﹤0.01%
5
123
$0 ﹤0.01%
6
124
$0 ﹤0.01%
18
125
$0 ﹤0.01%
7
2 3 4
5
6