CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
-5.57%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$47.5M
AUM Growth
+$2.21M
(+4.9%)
Cap. Flow
+$4.9M
Cap. Flow
% of AUM
10.33%
Top 10 Holdings %
Top 10 Hldgs %
57.53%
Holding
177
New
30
Increased
44
Reduced
21
Closed
5
Top Buys
| 1 |
Graphic Packaging
GPK
|
$3.11M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$582K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$543K |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$268K |
| 5 |
Microsoft
MSFT
|
$242K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$456K |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$257K |
| 3 |
iShares Gold Trust
IAU
|
$214K |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$139K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$107K |
Sector Composition
| 1 | Consumer Discretionary | 10.71% |
| 2 | Technology | 6.36% |
| 3 | Healthcare | 3.53% |
| 4 | Financials | 2.02% |
| 5 | Consumer Staples | 1.98% |
