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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47.2K 0.06%
600
102
$44.9K 0.06%
245
103
$44.5K 0.06%
359
+2
104
$43.5K 0.06%
460
105
$43.5K 0.06%
253
+2
106
$43K 0.06%
275
-3
107
$41.5K 0.05%
294
108
$41.1K 0.05%
74
-6
109
$40K 0.05%
152
-7
110
$38.5K 0.05%
122
111
$37.6K 0.05%
1,462
-483
112
$37.4K 0.05%
73
-17
113
$36.4K 0.05%
433
+3
114
$36.2K 0.05%
220
115
$36K 0.05%
933
116
$35K 0.05%
535
+3
117
$34.1K 0.04%
134
118
$31.5K 0.04%
1,648
119
$29.8K 0.04%
700
120
$29.5K 0.04%
139
121
$28.3K 0.04%
110
+98
122
$28K 0.04%
249
+4
123
$27.4K 0.04%
107
+1
124
$27K 0.04%
139
+1
125
$26.4K 0.03%
130
-4
3 4
5
6 7