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
$57.7M
AUM Growth
-$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$157K
2
+$136K
3
+$104K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$94.5K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$92K

Top Sells

1
+$276K
2
+$70.6K
3
+$47.2K
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$33.2K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$30.6K

Sector Composition

1 Consumer Discretionary 10.66%
2 Technology 7.69%
3 Healthcare 3.77%
4 Financials 1.83%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.96K 0.01%
24
152
$3.63K 0.01%
208
+1
153
$3.56K 0.01%
100
154
$3.51K 0.01%
196
+22
155
$3.25K 0.01%
35
156
$3.22K 0.01%
23
-1
157
$3.07K 0.01%
111
+1
158
$2.99K 0.01%
32
159
$2.94K 0.01%
100
160
$2.75K ﹤0.01%
62
161
$2.74K ﹤0.01%
69
162
$2.71K ﹤0.01%
16
163
$2.55K ﹤0.01%
11
164
$2.46K ﹤0.01%
248
165
$2.02K ﹤0.01%
167
166
$1.89K ﹤0.01%
41
167
$1.67K ﹤0.01%
18
168
$1.4K ﹤0.01%
10
169
$1.27K ﹤0.01%
12
170
$1.23K ﹤0.01%
7
171
$1.16K ﹤0.01%
18
-2
172
$1.12K ﹤0.01%
42
173
$1.04K ﹤0.01%
16
-1
174
$972 ﹤0.01%
+48
175
$960 ﹤0.01%
7
5 6
7
8 9