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
$77.7M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$216K
3
+$209K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145K
5
PLTR icon
Palantir
PLTR
+$93.2K

Top Sells

1
+$175K
2
+$118K
3
+$116K
4
FBCG icon
Fidelity Blue Chip Growth ETF
FBCG
+$58.7K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$37.9K

Sector Composition

1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.4K 0.04%
542
+4
127
$31.1K 0.04%
107
128
$30.2K 0.04%
331
129
$29.7K 0.04%
139
130
$29.3K 0.04%
66
-9
131
$28.9K 0.04%
328
132
$28.3K 0.04%
500
133
$27.6K 0.04%
197
134
$27.6K 0.04%
260
+13
135
$26.8K 0.03%
111
136
$26.1K 0.03%
139
137
$24.1K 0.03%
82
138
$21.6K 0.03%
452
139
$21K 0.03%
562
+17
140
$20.7K 0.03%
107
+97
141
$20.7K 0.03%
107
142
$19.7K 0.03%
571
+7
143
$18.3K 0.02%
280
144
$18K 0.02%
87
145
$15.9K 0.02%
139
146
$15.8K 0.02%
102
147
$15.6K 0.02%
795
+15
148
$15.3K 0.02%
217
149
$14.9K 0.02%
128
+11
150
$14K 0.02%
126
-7
4 5
6
7 8