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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$582K
3
+$543K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$268K
5
MSFT icon
Microsoft
MSFT
+$242K

Top Sells

1
+$456K
2
+$257K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$107K

Sector Composition

1 Consumer Discretionary 10.71%
2 Technology 6.36%
3 Healthcare 3.53%
4 Financials 2.02%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24K 0.05%
+91
102
$24K 0.05%
171
+5
103
$22K 0.05%
197
104
$21K 0.04%
+700
105
$20K 0.04%
+180
106
$20K 0.04%
113
107
$17K 0.04%
730
108
$15K 0.03%
55
109
$15K 0.03%
+280
110
$15K 0.03%
197
111
$14K 0.03%
+1,000
112
$13K 0.03%
120
+4
113
$12K 0.03%
217
114
$12K 0.03%
187
115
$12K 0.03%
+220
116
$11K 0.02%
567
+6
117
$11K 0.02%
234
118
$11K 0.02%
87
119
$11K 0.02%
+30
120
$10K 0.02%
+389
121
$9K 0.02%
50
122
$9K 0.02%
349
+3
123
$9K 0.02%
+400
124
$8K 0.02%
25
125
$7K 0.01%
68
3 4
5
6 7