CIR

Clear Investment Research Portfolio holdings

AUM $60.3M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$919K
3 +$420K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$378K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$270K

Top Sells

1 +$1.15M
2 +$718K
3 +$596K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$195K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$98K

Sector Composition

1 Technology 4.59%
2 Healthcare 2.23%
3 Financials 2.01%
4 Consumer Discretionary 1.79%
5 Communication Services 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
9
152
$0 ﹤0.01%
1