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

Top Buys

1
+$1.04M
2
+$183K
3
+$180K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$160K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$99.5K

Top Sells

1
+$132K
2
+$113K
3
+$89.9K
4
MDT icon
Medtronic
MDT
+$67K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$60.5K

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
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3 4 5
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