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
$59.9M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$601K
3
+$517K
4
MSFT icon
Microsoft
MSFT
+$271K
5
JNJ icon
Johnson & Johnson
JNJ
+$264K

Top Sells

1
+$2.6M
2
+$154K
3
+$85.7K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$82.9K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$67.4K

Sector Composition

1 Technology 4.63%
2 Consumer Discretionary 3.05%
3 Healthcare 2.29%
4 Financials 2.02%
5 Communication Services 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K 0.01%
194
+1
127
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31
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68
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$2K ﹤0.01%
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146
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$0 ﹤0.01%
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150
– –
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3 4 5
6
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