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
$55.3M
AUM Growth
-$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$159K
2
+$108K
3
+$103K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$48.9K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40K

Top Sells

1
+$392K
2
+$355K
3
+$331K
4
GPK icon
Graphic Packaging
GPK
+$309K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$301K

Sector Composition

1 Consumer Discretionary 2.68%
2 Technology 2.13%
3 Financials 2%
4 Healthcare 1.05%
5 Industrials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
0
127
$0 ﹤0.01%
14
128
$0 ﹤0.01%
11
129
$0 ﹤0.01%
3
130
– –
-3,220
131
$0 ﹤0.01%
6
132
$0 ﹤0.01%
18
133
$0 ﹤0.01%
7
134
$0 ﹤0.01%
19
135
$0 ﹤0.01%
9
2 3 4 5
6