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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27.9K 0.05%
300
102
$27.7K 0.05%
800
103
$27.4K 0.05%
67
+37
104
$25.8K 0.05%
174
+153
105
$25.7K 0.05%
353
-18
106
$25.5K 0.04%
245
107
$24.6K 0.04%
109
-4
108
$24.5K 0.04%
710
-20
109
$24.1K 0.04%
700
110
$22.6K 0.04%
197
111
$22.4K 0.04%
58
+2
112
$22.1K 0.04%
121
-16
113
$19.4K 0.03%
280
114
$18.1K 0.03%
+82
115
$16.5K 0.03%
433
+333
116
$16.4K 0.03%
1,000
117
$15.9K 0.03%
122
+1
118
$15.8K 0.03%
+724
119
$15.3K 0.03%
197
120
$15.1K 0.03%
+32
121
$14.8K 0.03%
91
+50
122
$14.7K 0.03%
217
123
$14.5K 0.03%
582
+7
124
$13.2K 0.02%
408
+1
125
$13K 0.02%
186
+6
3 4
5
6 7