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
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$208K
3
+$129K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$114K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$83.9K

Top Sells

1
+$6.19M
2
+$3.84M
3
+$1.14M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$424K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$237K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
121
127
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35
128
$1K ﹤0.01%
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129
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16
130
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7
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10
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6
133
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134
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7
135
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8
136
$1K ﹤0.01%
3
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5
138
$1K ﹤0.01%
3
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3
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4
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$1K ﹤0.01%
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3
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4
147
$1K ﹤0.01%
31
148
$1K ﹤0.01%
20
149
$1K ﹤0.01%
5
150
$1K ﹤0.01%
5
4 5
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7 8