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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+41
127
$7K 0.01%
68
128
$6K 0.01%
517
+6
129
$6K 0.01%
217
+2
130
$6K 0.01%
+68
131
$5K 0.01%
50
132
$5K 0.01%
300
133
$4K 0.01%
88
134
$4K 0.01%
108
+1
135
$4K 0.01%
51
136
$4K 0.01%
100
137
$4K 0.01%
39
-3
138
$4K 0.01%
398
139
$3K 0.01%
34
140
$3K 0.01%
+14
141
$3K 0.01%
204
+2
142
$3K 0.01%
32
+1
143
$3K 0.01%
+32
144
$3K 0.01%
25
145
$3K 0.01%
297
+49
146
$3K 0.01%
167
147
$2K ﹤0.01%
69
148
$2K ﹤0.01%
+20
149
$2K ﹤0.01%
+5
150
$2K ﹤0.01%
+26
4 5
6
7 8