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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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$153K
3
+$85.4K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$36.2K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$35.7K

Top Sells

1
+$3.56M
2
+$2.11M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.24M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.04M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
25
127
$2K ﹤0.01%
68
128
$2K ﹤0.01%
42
129
$1K ﹤0.01%
3
130
$1K ﹤0.01%
10
-100
131
$1K ﹤0.01%
100
132
$1K ﹤0.01%
23
133
$1K ﹤0.01%
+40
134
$1K ﹤0.01%
10
135
$1K ﹤0.01%
12
136
$0 ﹤0.01%
3
137
– –
-935
138
$0 ﹤0.01%
30
139
– –
-379
140
– –
-866
141
$0 ﹤0.01%
4
142
$0 ﹤0.01%
+6
143
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144
$0 ﹤0.01%
18
145
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19
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$0 ﹤0.01%
1
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– –
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$0 ﹤0.01%
10
150
$0 ﹤0.01%
1
3 4 5
6
7