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
$55.3M
AUM Growth
+$5.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$573K
2 +$518K
3 +$501K
4
SLV icon
iShares Silver Trust
SLV
+$185K
5
IAU icon
iShares Gold Trust
IAU
+$108K

Top Sells

1 +$745K
2 +$594K
3 +$581K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$316K
5
GPK icon
Graphic Packaging
GPK
+$268K

Sector Composition

1 Consumer Discretionary 3.09%
2 Technology 2.31%
3 Financials 1.62%
4 Healthcare 0.95%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$0 ﹤0.01%
19
127
$0 ﹤0.01%
9