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
$46.7M
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$200K
2
+$120K
3
+$116K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$116K
5
FIS icon
Fidelity National Information Services
FIS
+$113K

Top Sells

1
+$3.07M
2
+$2.76M
3
+$2.69M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.78M

Sector Composition

1 Financials 1.79%
2 Technology 0.95%
3 Healthcare 0.81%
4 Consumer Discretionary 0.51%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$1K ﹤0.01%
3
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3
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8 9