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

Top Buys

1
+$2.6M
2
+$210K
3
+$134K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$113K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$87.3K

Top Sells

1
+$6.36M
2
+$3.86M
3
+$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

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%
192
127
$2K ﹤0.01%
42
128
$1K ﹤0.01%
20
129
$1K ﹤0.01%
5
130
$1K ﹤0.01%
5
131
$1K ﹤0.01%
16
132
$1K ﹤0.01%
7
+4
133
$1K ﹤0.01%
28
134
$1K ﹤0.01%
16
135
$1K ﹤0.01%
9
136
$1K ﹤0.01%
3
137
$1K ﹤0.01%
+9
138
$1K ﹤0.01%
24
139
$1K ﹤0.01%
16
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$1K ﹤0.01%
7
141
$1K ﹤0.01%
10
142
$1K ﹤0.01%
6
143
$1K ﹤0.01%
3
144
$1K ﹤0.01%
193
145
$1K ﹤0.01%
7
146
$1K ﹤0.01%
8
147
$1K ﹤0.01%
3
148
$1K ﹤0.01%
5
149
$1K ﹤0.01%
3
150
$1K ﹤0.01%
3
4 5
6
7 8