CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.3M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$451K
3
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

1
+$765K
2
+$458K
3
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35.3K 0.04%
129
+1
127
$31.4K 0.04%
107
128
$30.6K 0.04%
139
129
$29.7K 0.04%
111
130
$29.1K 0.04%
317
+1
131
$28.9K 0.04%
139
132
$28.6K 0.04%
1,054
-301
133
$28.4K 0.04%
359
134
$28K 0.04%
129
-211
135
$27.3K 0.03%
87
+5
136
$27.3K 0.03%
598
+35
137
$26.9K 0.03%
255
138
$25.5K 0.03%
66
139
$25.4K 0.03%
82
140
$24.9K 0.03%
328
141
$23.1K 0.03%
500
142
$22.7K 0.03%
652
+76
143
$20.9K 0.03%
87
144
$20.5K 0.03%
452
145
$20.1K 0.03%
176
146
$20K 0.03%
107
147
$19.6K 0.02%
280
148
$18.2K 0.02%
217
149
$16.6K 0.02%
139
150
$16.4K 0.02%
180
4 5
6
7 8