CIR

Clear Investment Research Portfolio holdings

AUM $79.3M
1-Year Est. Return 7.34%
This Quarter Est. Return
1 Year Est. Return
+7.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
+$3.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 9.6%
2 Technology 7.78%
3 Healthcare 3.85%
4 Financials 2%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$27.5K 0.04%
176
127
$27.1K 0.04%
500
128
$26.9K 0.04%
134
-5
129
$25.4K 0.03%
110
130
$24.2K 0.03%
197
-110
131
$24.1K 0.03%
138
+1
132
$23.4K 0.03%
326
133
$22.5K 0.03%
138
+1
134
$20.6K 0.03%
525
+63
135
$20.5K 0.03%
82
136
$20K 0.03%
447
+5
137
$19.6K 0.03%
98
138
$19.2K 0.03%
561
+3
139
$19K 0.03%
280
140
$17.4K 0.02%
800
141
$17.1K 0.02%
106
+1
142
$16.9K 0.02%
200
143
$16.6K 0.02%
1,000
144
$16.3K 0.02%
87
145
$15.8K 0.02%
188
+1
146
$15.6K 0.02%
370
147
$15.4K 0.02%
217
148
$13.9K 0.02%
225
+6
149
$13.8K 0.02%
81
150
$13.7K 0.02%
103
+8