CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$48.3K 0.06%
1,348
102
$47.4K 0.06%
+1,481
103
$47.1K 0.06%
357
104
$46.9K 0.06%
96
+4
105
$45.7K 0.06%
251
-59
106
$44.6K 0.06%
90
-11
107
$44.4K 0.06%
159
-21
108
$43.9K 0.06%
278
-3
109
$43.5K 0.06%
460
110
$42.6K 0.06%
1,874
+46
111
$40.4K 0.05%
80
+15
112
$38.3K 0.05%
122
113
$37.3K 0.05%
245
114
$37.3K 0.05%
220
115
$37.2K 0.05%
532
+3
116
$37K 0.05%
933
-991
117
$36.9K 0.05%
294
-60
118
$36K 0.05%
430
+65
119
$32.5K 0.04%
134
+6
120
$31.9K 0.04%
245
+3
121
$30.4K 0.04%
332
-62
122
$30.1K 0.04%
106
-22
123
$29.1K 0.04%
700
124
$29K 0.04%
1,648
125
$28.7K 0.04%
139
-35