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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$230K
3
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.7K

Top Sells

1
+$882K
2
+$255K
3
+$222K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$101K

Sector Composition

1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.04%
113
102
$23K 0.04%
1,000
103
$22K 0.03%
379
+3
104
$21K 0.03%
234
105
$18K 0.03%
50
106
$18K 0.03%
341
107
$17K 0.03%
217
108
$16K 0.02%
110
109
$16K 0.02%
550
+5
110
$16K 0.02%
25
111
$16K 0.02%
87
112
$15K 0.02%
176
+2
113
$15K 0.02%
197
114
$10K 0.02%
+500
115
$9K 0.01%
75
-9
116
$8K 0.01%
51
+1
117
$8K 0.01%
210
+1
118
$8K 0.01%
53
+51
119
$8K 0.01%
300
120
$7K 0.01%
69
121
$5K 0.01%
86
+1
122
$5K 0.01%
45
-1
123
$4K 0.01%
34
+1
124
$4K 0.01%
104
+1
125
$3K ﹤0.01%
197
+1
3 4
5
6 7