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
$59.6M
AUM Growth
+$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$306K
2
+$289K
3
+$215K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$160K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$130K

Top Sells

1
+$964K
2
+$346K
3
+$333K
4
HD icon
Home Depot
HD
+$122K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$111K

Sector Composition

1 Consumer Discretionary 11.66%
2 Technology 8.02%
3 Healthcare 3.4%
4 Consumer Staples 1.88%
5 Financials 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.14K 0.01%
39
+6
152
$3.77K 0.01%
63
+2
153
$3.73K 0.01%
110
154
$3.71K 0.01%
32
155
$3.58K 0.01%
174
+26
156
$3.48K 0.01%
207
+1
157
$3.38K 0.01%
35
158
$3.34K 0.01%
100
-256
159
$3.33K 0.01%
24
+21
160
$3.05K 0.01%
69
161
$2.99K 0.01%
16
+10
162
$2.75K ﹤0.01%
+11
163
$2.66K ﹤0.01%
100
164
$2.58K ﹤0.01%
62
+37
165
$2.48K ﹤0.01%
248
-49
166
$2.4K ﹤0.01%
167
167
$1.77K ﹤0.01%
41
168
$1.7K ﹤0.01%
+18
169
$1.53K ﹤0.01%
20
+7
170
$1.38K ﹤0.01%
+7
171
$1.34K ﹤0.01%
+10
172
$1.32K ﹤0.01%
12
173
$1.21K ﹤0.01%
7
-8
174
$1.15K ﹤0.01%
42
175
$1.08K ﹤0.01%
23
+6
5 6
7
8 9