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
$59.9M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$601K
3
+$517K
4
MSFT icon
Microsoft
MSFT
+$271K
5
JNJ icon
Johnson & Johnson
JNJ
+$264K

Top Sells

1
+$2.6M
2
+$154K
3
+$85.7K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$82.9K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$67.4K

Sector Composition

1 Technology 4.63%
2 Consumer Discretionary 3.05%
3 Healthcare 2.29%
4 Financials 2.02%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$22K 0.04%
865
102
$21K 0.04%
50
103
$21K 0.04%
373
+2
104
$20K 0.03%
+234
105
$19K 0.03%
339
+1
106
$18K 0.03%
197
107
$17K 0.03%
140
108
$16K 0.03%
217
109
$16K 0.03%
+25
110
$15K 0.03%
26
111
$15K 0.03%
540
+5
112
$15K 0.03%
87
113
$14K 0.02%
173
-1,025
114
$9K 0.02%
69
115
$9K 0.02%
50
116
$8K 0.01%
300
117
$6K 0.01%
207
+1
118
$5K 0.01%
85
+1
119
$5K 0.01%
+100
120
$5K 0.01%
46
-1
121
$4K 0.01%
102
+1
122
$4K 0.01%
+248
123
$4K 0.01%
7
124
$3K 0.01%
33
125
$3K 0.01%
11
3 4
5
6 7