CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
1-Year Return
7.34%
This Quarter Return
+1.93%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$69.1M
AUM Growth
-$83.7M
(-55%)
Cap. Flow
-$87.7M
Cap. Flow
% of AUM
-126.91%
Top 10 Holdings %
Top 10 Hldgs %
73.06%
Holding
458
New
397
Increased
21
Reduced
36
Closed
1
Top Buys
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
$7.98M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.83M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.73M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.23M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$381K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$13.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$13.3M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$11.9M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$9.08M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$8.41M |
Sector Composition
| 1 | Financials | 0.81% |
| 2 | Healthcare | 0.55% |
| 3 | Technology | 0.52% |
| 4 | Industrials | 0.26% |
| 5 | Consumer Discretionary | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Comcast
CMCSA
$125B
| $1K | ﹤0.01% |
+31
| New | +$1K |
|
152
Salesforce
CRM
$233B
| $1K | ﹤0.01% |
+5
| New | +$1K |
|
153
CVS Health
CVS
$93.5B
| $1K | ﹤0.01% |
+12
| New | +$1K |
|
|
DFS
154
DELISTED
Discover Financial Services
DFS
| $1K | ﹤0.01% |
+12
| New | +$1K |
|
155
Danaher
DHR
$143B
| $1K | ﹤0.01% |
+9
| New | +$1K |
|
156
Walt Disney
DIS
$214B
| $1K | ﹤0.01% |
+11
| New | +$1K |
|
157
Ecolab
ECL
$78B
| $1K | ﹤0.01% |
+4
| New | +$1K |
|
158
EOG Resources
EOG
$66.4B
| $1K | ﹤0.01% |
+5
| New | +$1K |
|
159
Equity Residential
EQR
$25B
| $1K | ﹤0.01% |
+8
| New | +$1K |
|
160
Fifth Third Bancorp
FITB
$30.6B
| $1K | ﹤0.01% |
+18
| New | +$1K |
|
161
Gilead Sciences
GILD
$140B
| $1K | ﹤0.01% |
+12
| New | +$1K |
|
162
Goldman Sachs
GS
$227B
| $1K | ﹤0.01% |
+4
| New | +$1K |
|
163
Intercontinental Exchange
ICE
$99.9B
| $1K | ﹤0.01% |
+7
| New | +$1K |
|
164
Idacorp
IDA
$6.76B
| $1K | ﹤0.01% |
+7
| New | +$1K |
|
165
Intel
INTC
$108B
| $1K | ﹤0.01% |
+11
| New | +$1K |
|
166
Kraft Heinz
KHC
$31.9B
| $1K | ﹤0.01% |
+14
| New | +$1K |
|
167
Kohl's
KSS
$1.84B
| $1K | ﹤0.01% |
+16
| New | +$1K |
|
168
Lear
LEA
$5.87B
| $1K | ﹤0.01% |
+5
| New | +$1K |
|
169
Alliant Energy
LNT
$16.6B
| $1K | ﹤0.01% |
+14
| New | +$1K |
|
170
Mastercard
MA
$538B
| $1K | ﹤0.01% |
+4
| New | +$1K |
|
171
MetLife
MET
$54.4B
| $1K | ﹤0.01% |
+14
| New | +$1K |
|
172
3M
MMM
$82.8B
| $1K | ﹤0.01% |
+4
| New | +$1K |
|
173
Altria Group
MO
$112B
| $1K | ﹤0.01% |
+19
| New | +$1K |
|
174
Monolithic Power Systems
MPWR
$40.6B
| $1K | ﹤0.01% |
+4
| New | +$1K |
|
175
Morgan Stanley
MS
$240B
| $1K | ﹤0.01% |
+15
| New | +$1K |
|