CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+6.51%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$57.1M
AUM Growth
+$5.49M
(+11%)
Cap. Flow
+$2.73M
Cap. Flow
% of AUM
4.78%
Top 10 Holdings %
Top 10 Hldgs %
58.16%
Holding
195
New
11
Increased
70
Reduced
43
Closed
6
Top Buys
| 1 |
Graphic Packaging
GPK
|
$1.1M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$583K |
| 3 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$341K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$275K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$157K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 13.36% |
| 2 | Technology | 6.75% |
| 3 | Healthcare | 3.03% |
| 4 | Consumer Staples | 1.94% |
| 5 | Financials | 1.7% |
