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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12.4K 0.02%
200
127
$12.2K 0.02%
87
128
$11.2K 0.02%
60
+5
129
$10.9K 0.02%
25
130
$10.2K 0.02%
113
-183
131
$10.2K 0.02%
197
132
$9.88K 0.02%
180
133
$9.43K 0.02%
84
+6
134
$8.88K 0.02%
123
+14
135
$8.7K 0.02%
400
136
$7.6K 0.01%
612
137
$5.86K 0.01%
67
138
$5.86K 0.01%
9
139
$5.73K 0.01%
223
+2
140
$5.57K 0.01%
18
+2
141
$5.5K 0.01%
60
-5
142
$5.45K 0.01%
50
143
$5.42K 0.01%
94
144
$5K 0.01%
60
145
$4.55K 0.01%
16
+1
146
$4.46K 0.01%
55
+4
147
$4.36K 0.01%
401
+3
148
$4.25K 0.01%
90
149
$4.07K 0.01%
300
150
$4.03K 0.01%
39
4 5
6
7 8