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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32.3K 0.06%
245
102
$31.4K 0.05%
830
+100
103
$31.2K 0.05%
219
104
$31.1K 0.05%
294
105
$29K 0.05%
500
106
$25.7K 0.04%
355
+1
107
$25.5K 0.04%
98
108
$25K 0.04%
1,663
+15
109
$24.9K 0.04%
700
110
$22.7K 0.04%
197
111
$20.5K 0.04%
141
+3
112
$19.8K 0.03%
48
+5
113
$19K 0.03%
280
114
$18.6K 0.03%
176
115
$18K 0.03%
106
-1
116
$17.8K 0.03%
800
117
$16K 0.03%
94
+8
118
$15.8K 0.03%
555
-1,013
119
$15.5K 0.03%
370
-525
120
$14.5K 0.03%
1,000
121
$14.2K 0.02%
217
122
$13.7K 0.02%
433
+15
123
$13.1K 0.02%
77
-12
124
$12.9K 0.02%
186
+2
125
$12.9K 0.02%
595
+7
3 4
5
6 7