CIR

Clear Investment Research Portfolio holdings

AUM $74.6M
1-Year Est. Return 7.35%
This Quarter Est. Return
1 Year Est. Return
+7.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$210K
3
+$134K
4
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$113K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$87.3K

Top Sells

1
+$6.36M
2
+$3.86M
3
+$1.17M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$432K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$238K

Sector Composition

1 Financials 0.81%
2 Healthcare 0.66%
3 Technology 0.5%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1K ﹤0.01%
11
152
$1K ﹤0.01%
17
153
$1K ﹤0.01%
18
154
$1K ﹤0.01%
4
155
$1K ﹤0.01%
6
156
$1K ﹤0.01%
3
157
$1K ﹤0.01%
4
158
$1K ﹤0.01%
31
159
$1K ﹤0.01%
12
160
$1K ﹤0.01%
9
161
$1K ﹤0.01%
17
162
$1K ﹤0.01%
4
163
$1K ﹤0.01%
9
+1
164
$1K ﹤0.01%
9
165
$1K ﹤0.01%
18
166
$1K ﹤0.01%
12
167
$1K ﹤0.01%
4
168
$1K ﹤0.01%
13
169
$1K ﹤0.01%
7
170
$1K ﹤0.01%
7
171
$1K ﹤0.01%
11
172
$1K ﹤0.01%
16
173
$1K ﹤0.01%
5
174
$1K ﹤0.01%
14
175
$1K ﹤0.01%
4
5 6
7
8 9