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
$51.1M
AUM Growth
-$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$87.2K
3
+$83.9K
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$35.8K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$35.5K

Top Sells

1
+$3.51M
2
+$2.03M
3
+$2.02M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.25M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03M

Sector Composition

1 Technology 6.6%
2 Healthcare 3.13%
3 Financials 2.45%
4 Consumer Discretionary 2.15%
5 Communication Services 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-866
152
– –
-461
153
$0 ﹤0.01%
18
154
– –
-140
155
$0 ﹤0.01%
19
156
$0 ﹤0.01%
9
3 4 5 6
7