CIR
Clear Investment Research Portfolio holdings
AUM
$79.3M
This Quarter Return
-13%
1 Year Return
+7.34%
3 Year Return
+40.14%
5 Year Return
+63.79%
10 Year Return
+86.06%
AUM
$45.2M
AUM Growth
+$45.2M
(-11%)
Cap. Flow
+$1.33M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
54.71%
Holding
153
New
1
Increased
45
Reduced
24
Closed
6
Top Buys
| 1 |
Graphic Packaging
GPK
|
$1.04M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$183K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$180K |
| 4 |
Amazon
AMZN
|
$174K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$160K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$132K |
| 2 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$113K |
| 3 |
iShares TIPS Bond ETF
TIP
|
$89.9K |
| 4 |
Medtronic
MDT
|
$67K |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$60.5K |
Sector Composition
| 1 | Technology | 5.81% |
| 2 | Consumer Discretionary | 4.34% |
| 3 | Healthcare | 3.54% |
| 4 | Consumer Staples | 2.16% |
| 5 | Financials | 1.88% |