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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.06%
376
102
$32.9K 0.06%
219
-1
103
$32.3K 0.05%
730
+20
104
$32K 0.05%
500
105
$31.5K 0.05%
98
106
$30.8K 0.05%
63
+5
107
$29.9K 0.05%
176
-4
108
$29.6K 0.05%
245
109
$27K 0.05%
296
-293
110
$26.4K 0.04%
354
+1
111
$26.3K 0.04%
1,648
112
$23.8K 0.04%
700
113
$22.8K 0.04%
800
114
$22K 0.04%
197
115
$20.2K 0.03%
138
+16
116
$20K 0.03%
280
117
$19.9K 0.03%
43
+11
118
$19.8K 0.03%
107
-14
119
$19.2K 0.03%
86
+4
120
$16.8K 0.03%
1,000
121
$14.9K 0.02%
736
+12
122
$14.6K 0.02%
217
123
$14.4K 0.02%
200
124
$14.1K 0.02%
197
125
$14K 0.02%
89
-2
3 4
5
6 7