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
$45.2M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$183K
3
+$180K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$160K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$99.5K

Top Sells

1
+$132K
2
+$113K
3
+$89.9K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$60.5K

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 4.34%
3 Healthcare 3.54%
4 Consumer Staples 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$12K 0.03%
561
+6
102
$12K 0.03%
234
103
$12K 0.03%
187
+14
104
$12K 0.03%
87
105
$11K 0.02%
50
106
$9K 0.02%
25
107
$7K 0.02%
213
+1
108
$7K 0.02%
68
-136
109
$6K 0.01%
506
+4
110
$5K 0.01%
51
111
$5K 0.01%
300
112
$4K 0.01%
88
+2
113
$4K 0.01%
106
+1
114
$4K 0.01%
42
115
$3K 0.01%
34
116
$3K 0.01%
69
117
$3K 0.01%
200
+1
118
$3K 0.01%
248
119
$2K ﹤0.01%
31
120
$2K ﹤0.01%
25
121
$1K ﹤0.01%
10
122
$1K ﹤0.01%
10
123
$1K ﹤0.01%
68
124
$1K ﹤0.01%
12
125
$1K ﹤0.01%
42
3 4
5
6 7