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
$46.6M
AUM Growth
+$5.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$230K
2
+$131K
3
+$131K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$116K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$114K

Top Sells

1
+$924K
2
+$278K
3
+$264K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$244K
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$179K

Sector Composition

1 Consumer Discretionary 3.31%
2 Technology 1.73%
3 Financials 1.51%
4 Healthcare 1.09%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6
127
– –
-11
128
– –
-3
129
$0 ﹤0.01%
18
130
$0 ﹤0.01%
7
131
$0 ﹤0.01%
19
132
$0 ﹤0.01%
9
2 3 4 5
6