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
$76.7M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$558K
2
+$363K
3
+$297K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$255K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$249K

Top Sells

1
+$325K
2
+$320K
3
+$288K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$285K
5
NVDA icon
NVIDIA
NVDA
+$199K

Sector Composition

1 Consumer Discretionary 8.78%
2 Technology 8.77%
3 Healthcare 4%
4 Financials 1.99%
5 Consumer Staples 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26K 0.03%
333
+1
127
$25K 0.03%
328
+2
128
$23.4K 0.03%
197
129
$23.3K 0.03%
176
130
$22.6K 0.03%
111
+1
131
$21.8K 0.03%
280
132
$20.8K 0.03%
500
133
$20.8K 0.03%
536
+11
134
$19.7K 0.03%
82
135
$19.6K 0.03%
139
+1
136
$18K 0.02%
563
+2
137
$18K 0.02%
452
+5
138
$17K 0.02%
87
139
$16.7K 0.02%
107
+1
140
$16.3K 0.02%
81
141
$16.2K 0.02%
438
-12
142
$15.1K 0.02%
217
143
$15K 0.02%
1,000
144
$13.4K 0.02%
253
+4
145
$13.3K 0.02%
180
146
$13.2K 0.02%
61
+2
147
$13K 0.02%
200
148
$12.4K 0.02%
+765
149
$12.1K 0.02%
410
+1
150
$11.8K 0.02%
117
+16
4 5
6
7 8