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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
$61.9M
AUM Growth
-$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$884K
3
+$437K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$224K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$163K

Top Sells

1
+$1.12M
2
+$479K
3
+$420K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$350K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$320K

Sector Composition

1 Financials 0.76%
2 Healthcare 0.62%
3 Technology 0.4%
4 Consumer Discretionary 0.21%
5 Industrials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
19
152
$1K ﹤0.01%
15
153
$1K ﹤0.01%
16
154
$1K ﹤0.01%
9
155
$1K ﹤0.01%
20
156
$1K ﹤0.01%
6
157
$1K ﹤0.01%
7
158
$1K ﹤0.01%
6
159
$1K ﹤0.01%
29
160
$1K ﹤0.01%
9
161
$1K ﹤0.01%
8
162
$1K ﹤0.01%
3
163
$1K ﹤0.01%
17
164
$1K ﹤0.01%
20
165
$1K ﹤0.01%
24
166
$1K ﹤0.01%
3
167
$1K ﹤0.01%
3
168
$1K ﹤0.01%
12
169
$1K ﹤0.01%
4
170
$1K ﹤0.01%
15
171
$1K ﹤0.01%
8
172
$1K ﹤0.01%
20
173
$1K ﹤0.01%
4
174
$1K ﹤0.01%
43
175
$1K ﹤0.01%
17
5 6
7
8 9