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
$76.9M
AUM Growth
+$174K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$932K
3
+$216K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$124K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$110K

Top Sells

1
+$4.24M
2
+$2.81M
3
+$2.41M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.51M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.34M

Sector Composition

1 Consumer Discretionary 9.62%
2 Technology 9.17%
3 Healthcare 4.1%
4 Financials 2.07%
5 Consumer Staples 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$54K 0.07%
600
102
$52.9K 0.07%
311
103
$51.9K 0.07%
1,348
104
$51.6K 0.07%
1,483
+2
105
$50.1K 0.07%
294
106
$50.1K 0.07%
253
107
$46.3K 0.06%
+1,233
108
$44.8K 0.06%
76
+3
109
$41.9K 0.05%
152
110
$41.7K 0.05%
1,150
+712
111
$41.2K 0.05%
279
+4
112
$41K 0.05%
245
113
$40.8K 0.05%
359
114
$40.7K 0.05%
122
115
$39.9K 0.05%
+45
116
$39.8K 0.05%
435
+2
117
$39.7K 0.05%
538
+3
118
$39.3K 0.05%
132
-2
119
$39K 0.05%
933
120
$38.8K 0.05%
75
+1
121
$36.5K 0.05%
1,355
-107
122
$36.3K 0.05%
1,648
123
$35.4K 0.05%
129
+19
124
$32.7K 0.04%
107
125
$32.4K 0.04%
331
-2
3 4
5
6 7