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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
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
+$1.09M
2
+$579K
3
+$572K
4
DLTR icon
Dollar Tree
DLTR
+$565K
5
JNJ icon
Johnson & Johnson
JNJ
+$265K

Top Sells

1
+$2.6M
2
+$151K
3
+$81.5K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$79.5K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$68K

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
$3K 0.01%
31
128
$3K 0.01%
27
129
$3K 0.01%
+38
130
$3K 0.01%
68
+2
131
$3K 0.01%
192
132
$2K ﹤0.01%
42
133
$1K ﹤0.01%
14
134
$1K ﹤0.01%
20
135
$1K ﹤0.01%
10
136
$1K ﹤0.01%
+12
137
– –
0
138
$0 ﹤0.01%
18
139
– –
-7
140
$0 ﹤0.01%
10
141
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0
142
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143
$0 ﹤0.01%
11
144
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145
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$0 ﹤0.01%
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149
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150
$0 ﹤0.01%
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3 4 5
6
7