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
$61.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$882K
3
+$420K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$367K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$267K

Top Sells

1
+$1.15M
2
+$717K
3
+$587K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$193K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$95K

Sector Composition

1 Technology 4.59%
2 Healthcare 2.23%
3 Financials 2.01%
4 Consumer Discretionary 1.79%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$21K 0.03%
376
+3
102
$21K 0.03%
140
103
$20K 0.03%
50
104
$18K 0.03%
234
105
$18K 0.03%
341
+2
106
$17K 0.03%
110
107
$16K 0.03%
217
108
$16K 0.03%
25
109
$16K 0.03%
197
110
$15K 0.02%
545
+5
111
$15K 0.02%
87
112
$14K 0.02%
25
-1
113
$14K 0.02%
174
+1
114
$12K 0.02%
84
-113
115
$8K 0.01%
69
116
$8K 0.01%
50
117
$7K 0.01%
300
118
$6K 0.01%
209
+2
119
$5K 0.01%
85
120
$5K 0.01%
46
121
$4K 0.01%
103
+1
122
$3K ﹤0.01%
33
123
$3K ﹤0.01%
196
+2
124
$3K ﹤0.01%
25
-2
125
$3K ﹤0.01%
68
3 4
5
6 7