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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
$45.2M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$199K
3
+$195K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$175K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$101K

Top Sells

1
+$132K
2
+$118K
3
+$93.6K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$64.3K

Sector Composition

1 Technology 5.81%
2 Consumer Discretionary 4.34%
3 Healthcare 3.54%
4 Consumer Staples 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K ﹤0.01%
7
127
$0 ﹤0.01%
3
128
$0 ﹤0.01%
10
129
$0 ﹤0.01%
1
130
$0 ﹤0.01%
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– –
0
132
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133
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$0 ﹤0.01%
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136
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3
137
$0 ﹤0.01%
100
138
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139
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-1,000
140
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$0 ﹤0.01%
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10
+1
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30
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4
149
– –
-1,500
150
$0 ﹤0.01%
23
3 4 5
6
7