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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$87.2K
3
+$83.9K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$35.8K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$35.5K

Top Sells

1
+$3.51M
2
+$2.03M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.05%
1,000
102
$17K 0.03%
344
+3
103
$16K 0.03%
217
104
$16K 0.03%
116
+63
105
$15K 0.03%
50
106
$15K 0.03%
234
107
$15K 0.03%
87
108
$15K 0.03%
197
109
$14K 0.03%
555
+5
110
$14K 0.03%
25
111
$14K 0.03%
173
-3
112
$9K 0.02%
502
+2
113
$8K 0.02%
212
+2
114
$7K 0.01%
51
115
$6K 0.01%
300
116
$5K 0.01%
86
117
$5K 0.01%
69
118
$5K 0.01%
42
-3
119
$4K 0.01%
105
+1
120
$3K 0.01%
34
121
$3K 0.01%
199
+2
122
$3K 0.01%
248
123
$3K 0.01%
167
-25
124
$2K ﹤0.01%
31
125
$2K ﹤0.01%
25
3 4
5
6 7