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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.04%
700
102
$23K 0.04%
197
103
$23K 0.04%
113
104
$22K 0.04%
245
105
$22K 0.04%
730
106
$19K 0.04%
56
+1
107
$19K 0.04%
280
108
$18K 0.03%
1,000
109
$18K 0.03%
150
+12
110
$16K 0.03%
121
+1
111
$14K 0.03%
217
112
$14K 0.03%
575
+8
113
$14K 0.03%
197
114
$13K 0.03%
+300
115
$13K 0.03%
407
+18
116
$13K 0.03%
87
117
$13K 0.03%
+24
118
$12K 0.02%
180
-7
119
$11K 0.02%
200
-34
120
$11K 0.02%
30
121
$10K 0.02%
25
122
$9K 0.02%
+138
123
$9K 0.02%
352
+3
124
$9K 0.02%
400
125
$8K 0.02%
+91
3 4
5
6 7