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
$51.6M
AUM Growth
+$4.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$153K
3
+$120K
4
MSFT icon
Microsoft
MSFT
+$99.5K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$50.9K

Top Sells

1
+$261K
2
+$206K
3
+$94.1K
4
TTEK icon
Tetra Tech
TTEK
+$39K
5
AAPL icon
Apple
AAPL
+$38.9K

Sector Composition

1 Consumer Discretionary 11.1%
2 Technology 5.78%
3 Healthcare 3.62%
4 Consumer Staples 2.13%
5 Financials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K ﹤0.01%
+21
152
$2K ﹤0.01%
68
153
$1K ﹤0.01%
8
154
$1K ﹤0.01%
3
155
$1K ﹤0.01%
+19
156
$1K ﹤0.01%
106
157
$1K ﹤0.01%
+23
158
$1K ﹤0.01%
6
159
$1K ﹤0.01%
10
160
$1K ﹤0.01%
150
+6
161
$1K ﹤0.01%
12
162
$1K ﹤0.01%
42
163
– –
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– –
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$0 ﹤0.01%
1
166
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167
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0
169
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10
170
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14
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12
+1
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$0 ﹤0.01%
3
174
$0 ﹤0.01%
100
175
– –
-150
4 5 6
7
8