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CIR
Clear Investment Research Portfolio holdings
AUM
$63.9M
1-Year Est. Return
11.37%
This Fund
S&P 500
This Quarter
Est. Return
-2.71%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$63.9M
AUM Growth
+$3.62M
(+6%)
Cap. Flow
+$6.43M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–
Top Buys
| 1 |
ExxonMobil
XOM
|
+$238K |
| 2 |
VanEck CLO ETF
CLOI
|
+$225K |
| 3 |
Lockheed Martin
LMT
|
+$208K |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$490K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$465K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$458K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$211K |
Sector Composition
| 1 | Technology | 7.56% |
| 2 | Consumer Discretionary | 4.49% |
| 3 | Healthcare | 4.48% |
| 4 | Financials | 2.78% |
| 5 | Communication Services | 1.65% |
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