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
$55.3M
AUM Growth
-$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$108K
3
+$103K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.9K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40K

Top Sells

1
+$392K
2
+$355K
3
+$331K
4
GPK icon
Graphic Packaging
GPK
+$309K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$301K

Sector Composition

1 Consumer Discretionary 2.68%
2 Technology 2.13%
3 Financials 2%
4 Healthcare 1.05%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.02%
535
+6
102
$10K 0.02%
100
103
$9K 0.02%
50
104
$8K 0.01%
+69
105
$7K 0.01%
206
+1
106
$7K 0.01%
300
107
$5K 0.01%
84
-92
108
$5K 0.01%
47
-3
109
$4K 0.01%
101
110
$4K 0.01%
66
+56
111
$3K 0.01%
33
112
$3K 0.01%
11
113
$3K 0.01%
193
+2
114
$3K 0.01%
27
115
$3K 0.01%
192
116
$3K 0.01%
7
117
$2K ﹤0.01%
31
118
$2K ﹤0.01%
30
119
$2K ﹤0.01%
42
120
$1K ﹤0.01%
20
121
$1K ﹤0.01%
10
122
$0 ﹤0.01%
+10
123
$0 ﹤0.01%
1
124
– –
0
125
$0 ﹤0.01%
10
2 3 4
5
6