CIR
Clear Investment Research Portfolio holdings
AUM $74.9M
AUM
$74.9M
AUM Growth
-$2.82M (-4%)
Cap. Flow
+$648K
Cap. Flow % of AUM
0.86%
Top 10 Holdings %Top 10 Hldgs %
54.29%
Holding
233
New
4
Increased
64
Reduced
51
Closed
3
Top Buys
| 1 | $279K | |
| 2 | $220K | |
| 3 | $137K | |
| 4 | $105K | |
| 5 | $82.5K |
Top Sells
| 1 | $194K | |
| 2 | $156K | |
| 3 | $68.1K | |
| 4 | $41K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $14.7K | 0.02% | 253 | – | – | |||
| $14.1K | 0.02% | 180 | – | – | |||
| $13.9K | 0.02% | 105 -23 | -18% | -$3.05K | |||
| $13K | 0.02% | 414 +1 | +0.2% | +$31 | |||
| $12.2K | 0.02% | 200 | – | – | |||
| $12.1K | 0.02% | 57 -1 | -2% | -$213 | |||
| $10.7K | 0.01% | 80 | – | – | |||
| $10.7K | 0.01% | 42 -1 | -2% | -$255 | |||
| $8.94K | 0.01% | 800 | – | – | |||
| $8.68K | 0.01% | 9 | – | – | |||
| $8.17K | 0.01% | 134 | – | – | |||
| $7.82K | 0.01% | 325 | – | – | |||
| $7.55K | 0.01% | 67 | – | – | |||
| $6.51K | 0.01% | 235 +2 | +0.9% | +$55 | |||
| $5.64K | 0.01% | 137 | – | – | |||
| $5.46K | 0.01% | 32 -75 | -70% | -$12.8K | |||
| $5.4K | 0.01% | 24 -6 | -20% | -$1.35K | |||
| $5.23K | 0.01% | 94 | – | – | |||
| $5.07K | 0.01% | 95 | New | +$5.07K | |||
| $4.96K | 0.01% | 112 +9 | +9% | +$398 | |||
| $4.9K | 0.01% | 38 | – | – | |||
| $4.43K | 0.01% | 87 -8 | -8% | -$407 | |||
| $4.27K | 0.01% | 398 | – | – | |||
| $4.26K | 0.01% | 61 | – | – | |||
| $3.78K | 0.01% | 53 +1 | +2% | +$71 |
