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
$57.1M
AUM Growth
+$5.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$583K
3
+$341K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$275K
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$157K

Top Sells

1
+$171K
2
+$106K
3
+$95.1K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$78.3K
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$60K

Sector Composition

1 Consumer Discretionary 13.36%
2 Technology 6.75%
3 Healthcare 3.03%
4 Consumer Staples 1.94%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.64K ﹤0.01%
+61
152
$2.55K ﹤0.01%
167
153
$2.54K ﹤0.01%
24
-1
154
$2.45K ﹤0.01%
+15
155
$2.1K ﹤0.01%
148
-2
156
$1.94K ﹤0.01%
100
-6
157
$1.64K ﹤0.01%
5
158
$1.48K ﹤0.01%
7
+1
159
$1.36K ﹤0.01%
26
160
$1.3K ﹤0.01%
41
-27
161
$1.21K ﹤0.01%
12
162
$1.11K ﹤0.01%
13
-7
163
$993 ﹤0.01%
+6
164
$948 ﹤0.01%
25
+6
165
$893 ﹤0.01%
7
+4
166
$891 ﹤0.01%
42
167
$871 ﹤0.01%
7
-1
168
$839 ﹤0.01%
17
-6
169
$599 ﹤0.01%
10
170
$457 ﹤0.01%
6
171
$435 ﹤0.01%
3
+1
172
$374 ﹤0.01%
15
+1
173
$374 ﹤0.01%
2
-173
174
$349 ﹤0.01%
10
175
$342 ﹤0.01%
100
4 5 6
7
8