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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$147K
3
+$124K
4
BAC icon
Bank of America
BAC
+$119K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$83.4K

Top Sells

1
+$1.04M
2
+$1.03M
3
+$861K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$714K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$702K

Sector Composition

1 Financials 1.33%
2 Healthcare 0.61%
3 Technology 0.54%
4 Consumer Discretionary 0.36%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
22
127
$2K ﹤0.01%
109
128
$2K ﹤0.01%
192
129
$2K ﹤0.01%
35
130
$2K ﹤0.01%
121
131
$1K ﹤0.01%
16
132
$1K ﹤0.01%
10
133
$1K ﹤0.01%
6
134
$1K ﹤0.01%
3
135
$1K ﹤0.01%
186
-7
136
$1K ﹤0.01%
7
137
$1K ﹤0.01%
8
138
$1K ﹤0.01%
3
139
$1K ﹤0.01%
5
140
$1K ﹤0.01%
3
141
$1K ﹤0.01%
4
142
$1K ﹤0.01%
6
143
$1K ﹤0.01%
3
144
$1K ﹤0.01%
4
145
$1K ﹤0.01%
31
146
$1K ﹤0.01%
3
147
$1K ﹤0.01%
20
148
$1K ﹤0.01%
5
149
$1K ﹤0.01%
5
150
$1K ﹤0.01%
16
4 5
6
7 8