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
$48.4M
AUM Growth
+$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.15M
3
+$192K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$174K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$105K

Top Sells

1
+$241K
2
+$230K
3
+$198K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$141K
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$132K

Sector Composition

1 Financials 2.2%
2 Technology 1.35%
3 Consumer Discretionary 0.93%
4 Healthcare 0.88%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13
127
– –
-4
128
$0 ﹤0.01%
+6
129
– –
-3
130
– –
-3
131
– –
-3
132
– –
-11
133
– –
-24
134
– –
-13
135
– –
-4
136
– –
-4
137
– –
-3
138
$0 ﹤0.01%
33
139
– –
-6
140
– –
-3
141
– –
-6
142
– –
-3
143
– –
-2
144
– –
-10
145
– –
-8
146
– –
-6
147
– –
-10
148
– –
-3
149
– –
-4
150
– –
-4
4 5
6
7 8