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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.9K 0.02%
418
+10
127
$13.9K 0.02%
588
+6
128
$13.4K 0.02%
184
-2
129
$12.6K 0.02%
25
130
$12.6K 0.02%
87
131
$11.5K 0.02%
55
+30
132
$10.7K 0.02%
109
+58
133
$10.2K 0.02%
180
+154
134
$9.64K 0.02%
78
+40
135
$9.25K 0.02%
612
+61
136
$8.68K 0.01%
400
137
$7.46K 0.01%
50
138
$6.99K 0.01%
94
+20
139
$6.79K 0.01%
221
+2
140
$6.45K 0.01%
65
+41
141
$6.4K 0.01%
67
-1
142
$6.24K 0.01%
+9
143
$5.21K 0.01%
+60
144
$4.99K 0.01%
398
145
$4.75K 0.01%
16
+9
146
$4.66K 0.01%
+24
147
$4.55K 0.01%
51
148
$4.49K 0.01%
+15
149
$4.45K 0.01%
90
+1
150
$4.33K 0.01%
300
4 5
6
7 8