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
$61.1M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$148K
3
+$126K
4
BAC icon
Bank of America
BAC
+$120K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$85.3K

Top Sells

1
+$1.05M
2
+$1.04M
3
+$877K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$723K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$701K

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%
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5
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3
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186
-7
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$1K ﹤0.01%
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$1K ﹤0.01%
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150
$1K ﹤0.01%
18
4 5
6
7 8