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
$49.3M
AUM Growth
+$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$339K
2 +$173K
3 +$98.3K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$85.3K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$73.5K

Sector Composition

1 Consumer Discretionary 3.2%
2 Technology 2.17%
3 Financials 1.48%
4 Healthcare 0.95%
5 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-283