CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+10.66%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$71M
AUM Growth
+$13.3M
(+23%)
Cap. Flow
+$7.36M
Cap. Flow
% of AUM
10.36%
Top 10 Holdings %
Top 10 Hldgs %
54.69%
Holding
281
New
76
Increased
77
Reduced
45
Closed
10
Top Buys
Top Sells
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$321K |
| 2 |
Graphic Packaging
GPK
|
$306K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$121K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$103K |
| 5 |
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% |
