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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$220K
3
+$137K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$82.5K

Top Sells

1
+$194K
2
+$156K
3
+$68.1K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$41K
5
IAU icon
iShares Gold Trust
IAU
+$38.7K

Sector Composition

1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33.4K 0.04%
122
127
$33.2K 0.04%
135
-3
128
$33.2K 0.04%
1,355
129
$32.2K 0.04%
359
130
$31.1K 0.04%
316
-15
131
$30.5K 0.04%
500
132
$30.4K 0.04%
197
133
$29.4K 0.04%
111
134
$28.5K 0.04%
255
-5
135
$25.3K 0.03%
66
136
$25.2K 0.03%
82
137
$25K 0.03%
139
138
$23.5K 0.03%
328
139
$22.5K 0.03%
563
+1
140
$20.6K 0.03%
280
141
$19.1K 0.03%
452
142
$19K 0.03%
309
+183
143
$18.9K 0.03%
576
+5
144
$18.8K 0.03%
107
145
$17.6K 0.02%
87
146
$17.2K 0.02%
139
147
$16.9K 0.02%
217
148
$15.8K 0.02%
102
149
$15.5K 0.02%
176
150
$15K 0.02%
807
+12
4 5
6
7 8