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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59.1K 0.08%
949
+63
102
$55.9K 0.07%
1,186
103
$55.2K 0.07%
1,486
+3
104
$50.5K 0.07%
55
+10
105
$50K 0.06%
300
106
$49K 0.06%
294
107
$47.9K 0.06%
600
108
$47.8K 0.06%
314
+3
109
$47.2K 0.06%
149
-3
110
$46.7K 0.06%
245
111
$46.3K 0.06%
1,348
112
$45.1K 0.06%
253
113
$42.9K 0.06%
128
-1
114
$41.9K 0.05%
82
+6
115
$41.5K 0.05%
286
+7
116
$40.7K 0.05%
122
117
$38.9K 0.05%
437
+2
118
$38.3K 0.05%
132
119
$37.3K 0.05%
1,648
120
$35.9K 0.05%
105
121
$35.8K 0.05%
933
122
$35.7K 0.05%
359
123
$33.5K 0.04%
700
124
$33.4K 0.04%
1,355
125
$33.3K 0.04%
138
3 4
5
6 7