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
$65.2M
AUM Growth
+$3.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$720K
2 +$230K
3 +$201K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$87.2K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$67.7K

Top Sells

1 +$882K
2 +$255K
3 +$222K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$145K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$101K

Sector Composition

1 Technology 5.41%
2 Healthcare 2.42%
3 Financials 1.96%
4 Consumer Discretionary 1.91%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$0 ﹤0.01%
9