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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$582K
3
+$543K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$268K
5
MSFT icon
Microsoft
MSFT
+$242K

Top Sells

1
+$456K
2
+$257K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139K
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K 0.01%
511
+5
127
$5K 0.01%
51
128
$5K 0.01%
215
+2
129
$5K 0.01%
+398
130
$4K 0.01%
300
131
$4K 0.01%
+100
132
$4K 0.01%
42
133
$4K 0.01%
88
134
$4K 0.01%
107
+1
135
$3K 0.01%
34
136
$3K 0.01%
69
137
$3K 0.01%
+81
138
$2K ﹤0.01%
+106
139
$2K ﹤0.01%
202
+2
140
$2K ﹤0.01%
31
141
$2K ﹤0.01%
25
142
$2K ﹤0.01%
68
143
$2K ﹤0.01%
+7
144
$2K ﹤0.01%
248
145
$2K ﹤0.01%
+167
146
$1K ﹤0.01%
+8
147
$1K ﹤0.01%
+6
148
$1K ﹤0.01%
10
149
$1K ﹤0.01%
144
+104
150
$1K ﹤0.01%
12
3 4 5
6
7