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
$47.5M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$633K
3
+$590K
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$282K
5
MSFT icon
Microsoft
MSFT
+$274K

Top Sells

1
+$520K
2
+$268K
3
+$223K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$163K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$119K

Sector Composition

1 Consumer Discretionary 10.71%
2 Technology 6.36%
3 Healthcare 3.53%
4 Financials 2.02%
5 Consumer Staples 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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