CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
-4.6%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$51.1M
AUM Growth
+$51.1M
(-22%)
Cap. Flow
-$9.22M
Cap. Flow
% of AUM
-18.06%
Top 10 Holdings %
Top 10 Hldgs %
55.44%
Holding
157
New
5
Increased
34
Reduced
35
Closed
6
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$1.11M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$1.05M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$293K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$247K |
| 5 |
Schwab US REIT ETF
SCHH
|
$91.5K |
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$3.51M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.03M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.02M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.25M |
| 5 |
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% |
