CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$64.3K 0.08%
294
102
$64.1K 0.08%
125
103
$61.1K 0.08%
1,504
104
$60.4K 0.08%
900
105
$58.3K 0.07%
497
-34
106
$58K 0.07%
2,391
107
$57.5K 0.07%
+1,887
108
$57.4K 0.07%
1,348
109
$53.5K 0.07%
105
110
$52.3K 0.07%
600
111
$51.4K 0.06%
144
112
$50.2K 0.06%
+1,023
113
$47.7K 0.06%
1,648
114
$47.1K 0.06%
253
115
$44.7K 0.06%
476
+37
116
$43.8K 0.06%
122
117
$43.5K 0.05%
245
118
$41.3K 0.05%
313
+1
119
$40.2K 0.05%
933
120
$39.5K 0.05%
136
+1
121
$39.5K 0.05%
275
+1
122
$38K 0.05%
490
+181
123
$37.3K 0.05%
132
124
$37.1K 0.05%
550
+3
125
$36.1K 0.05%
700
3 4
5
6 7