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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56.2K 0.08%
953
+25
102
$53.7K 0.08%
101
+25
103
$52.7K 0.07%
877
104
$52.5K 0.07%
309
+203
105
$52.4K 0.07%
2,196
106
$50.1K 0.07%
1,186
-639
107
$48K 0.07%
+310
108
$47K 0.07%
1,348
-443
109
$47K 0.07%
600
110
$46.9K 0.07%
180
+22
111
$45.5K 0.06%
460
112
$43.4K 0.06%
95
+47
113
$42.5K 0.06%
870
+40
114
$42K 0.06%
281
+204
115
$39.8K 0.06%
1,828
+78
116
$38.9K 0.05%
+357
117
$38.8K 0.05%
65
+1
118
$38.4K 0.05%
+1,322
119
$38.3K 0.05%
+529
120
$38.3K 0.05%
376
-4
121
$38K 0.05%
+128
122
$37.9K 0.05%
394
+334
123
$37.3K 0.05%
354
+60
124
$36.6K 0.05%
307
+110
125
$35.1K 0.05%
128
+112
3 4
5
6 7