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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.5K 0.02%
25
127
$12.1K 0.02%
87
128
$11.7K 0.02%
200
129
$11.6K 0.02%
356
+4
130
$8.8K 0.02%
400
131
$7.45K 0.01%
68
132
$6.94K 0.01%
551
+34
133
$6.5K 0.01%
68
134
$6.43K 0.01%
219
+2
135
$6.01K 0.01%
398
136
$5.7K 0.01%
74
-17
137
$5.47K 0.01%
300
138
$5.4K 0.01%
50
139
$5.11K 0.01%
51
140
$4.99K 0.01%
51
+19
141
$4.78K 0.01%
25
+11
142
$4.77K 0.01%
+38
143
$4.34K 0.01%
89
+1
144
$4.12K 0.01%
110
+2
145
$3.48K 0.01%
33
-6
146
$3.36K 0.01%
32
147
$3.28K 0.01%
206
+2
148
$3.18K 0.01%
35
+1
149
$2.86K 0.01%
297
150
$2.78K ﹤0.01%
69
4 5
6
7 8