CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$60.3M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$379K
2
+$287K
3
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

1
+$2.3M
2
+$650K
3
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPE icon
126
Hewlett Packard
HPE
$39.9B
– –
-220
HPQ icon
127
HP
HPQ
$19.3B
– –
-240
HUBS icon
128
HubSpot
HUBS
$12.7B
– –
-1
IGOV icon
129
iShares International Treasury Bond ETF
IGOV
$1.16B
– –
-933
IJJ icon
130
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.49B
– –
-64
IJK icon
131
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
– –
-203
IJT icon
132
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.42B
– –
-7
IMCV icon
133
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.03B
– –
-2,074
IMTM icon
134
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.84B
– –
-605
IONS icon
135
Ionis Pharmaceuticals
IONS
$12.4B
– –
-71
IP icon
136
International Paper
IP
$16.9B
– –
-95
ISTB icon
137
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.73B
– –
-1,934
ITW icon
138
Illinois Tool Works
ITW
$73.3B
– –
-11
IWF icon
139
iShares Russell 1000 Growth ETF
IWF
$126B
– –
-1,028
IWM icon
140
iShares Russell 2000 ETF
IWM
$78.1B
– –
-135
IWN icon
141
iShares Russell 2000 Value ETF
IWN
$13.5B
– –
-2,406
IWO icon
142
iShares Russell 2000 Growth ETF
IWO
$14.2B
– –
-1,579
IXC icon
143
iShares Global Energy ETF
IXC
$2.75B
– –
0
IYLD icon
144
iShares Morningstar Multi-Asset Income ETF
IYLD
$128M
– –
-184
IYR icon
145
iShares US Real Estate ETF
IYR
$4.06B
– –
-2,369
IYW icon
146
iShares US Technology ETF
IYW
$22.1B
– –
-92
JHMM icon
147
John Hancock Multifactor Mid Cap ETF
JHMM
$5.44B
– –
-1,661
JNJ icon
148
Johnson & Johnson
JNJ
$543B
– –
-1,876
JPM icon
149
JPMorgan Chase
JPM
$829B
– –
-122
KRNY icon
150
Kearny Financial
KRNY
$511M
– –
-30
4 5
6
7 8