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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56.1K 0.07%
546
+7
102
$55.9K 0.07%
1,186
103
$55.8K 0.07%
33
-92
104
$53.9K 0.07%
600
105
$53.6K 0.07%
125
106
$53.1K 0.07%
253
107
$52.2K 0.07%
55
108
$51.5K 0.07%
1,504
+18
109
$50.6K 0.07%
144
-5
110
$48.4K 0.06%
1,348
111
$46.8K 0.06%
312
-2
112
$46.6K 0.06%
1,648
113
$45.9K 0.06%
274
-12
114
$43K 0.06%
82
115
$41.2K 0.06%
439
+2
116
$41.1K 0.05%
294
117
$39K 0.05%
132
118
$38.3K 0.05%
245
119
$37.5K 0.05%
700
120
$37.1K 0.05%
547
+5
121
$37K 0.05%
105
122
$36.8K 0.05%
933
123
$34.5K 0.05%
128
124
$34.2K 0.05%
139
125
$33.5K 0.04%
107
3 4
5
6 7