CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
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

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
$0 ﹤0.01%
7
127
$0 ﹤0.01%
19
128
$0 ﹤0.01%
+10
129
0
130
$0 ﹤0.01%
14
131
$0 ﹤0.01%
11
+1
132
$0 ﹤0.01%
3