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
$71M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$783K
3
+$714K
4
VV icon
Vanguard Large-Cap ETF
VV
+$500K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$484K

Top Sells

1
+$321K
2
+$306K
3
+$121K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$71.7K

Sector Composition

1 Consumer Discretionary 9.34%
2 Technology 7.8%
3 Healthcare 3.39%
4 Financials 1.89%
5 Consumer Staples 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$34.7K 0.05%
220
+1
127
$34.5K 0.05%
245
128
$33K 0.05%
+174
129
$32.8K 0.05%
92
+74
130
$32.3K 0.05%
242
+158
131
$32K 0.05%
+535
132
$31.8K 0.04%
+680
133
$29.4K 0.04%
+122
134
$28.5K 0.04%
365
+10
135
$27.8K 0.04%
458
+364
136
$27.7K 0.04%
1,648
-15
137
$25.7K 0.04%
700
138
$25.7K 0.04%
500
139
$24.4K 0.03%
+326
140
$24.1K 0.03%
+724
141
$23.9K 0.03%
176
142
$23.7K 0.03%
139
-2
143
$23.4K 0.03%
+137
144
$21K 0.03%
+110
145
$20.9K 0.03%
800
146
$20.6K 0.03%
+591
147
$20.3K 0.03%
98
148
$19.1K 0.03%
+442
149
$19.1K 0.03%
+82
150
$18.9K 0.03%
72
+61
4 5
6
7 8