CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$719K
2
+$237K
3
+$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.8K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.9K

Top Sells

1
+$880K
2
+$247K
3
+$209K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$143K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$97K

Sector Composition

1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3K ﹤0.01%
25
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3
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3 4 5
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