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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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$123K
3
+$115K
4
FIS icon
Fidelity National Information Services
FIS
+$113K
5
SO icon
Southern Company
SO
+$109K

Top Sells

1
+$3.06M
2
+$2.75M
3
+$2.68M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.63M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.8M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
31
127
$2K ﹤0.01%
60
128
$2K ﹤0.01%
43
129
$2K ﹤0.01%
121
130
$2K ﹤0.01%
24
131
$1K ﹤0.01%
10
+3
132
$1K ﹤0.01%
10
133
$1K ﹤0.01%
6
134
$1K ﹤0.01%
3
135
$1K ﹤0.01%
179
-7
136
$1K ﹤0.01%
23
137
$1K ﹤0.01%
7
138
$1K ﹤0.01%
8
139
$1K ﹤0.01%
3
140
$1K ﹤0.01%
3
141
$1K ﹤0.01%
3
142
$1K ﹤0.01%
17
143
$1K ﹤0.01%
18
144
$1K ﹤0.01%
4
145
$1K ﹤0.01%
6
146
$1K ﹤0.01%
3
147
$1K ﹤0.01%
4
148
$1K ﹤0.01%
31
149
$1K ﹤0.01%
20
150
$1K ﹤0.01%
5
4 5
6
7 8